ED 022 039By- White, Patricia CarlinCONCEPT FORMATION AND THE HOME ECONOMICS CURRICULUM INTER-UNIVERSITY PROJECT ONE
PUBLICATION SERIES.Cornell Univ., Ithaca, N.Y.Spons Agency- Ford Foundation, New York, N.Y.
Pub Date Apr 65Note- 69p.Available from-Project One Publication Office, 320 Wait Avenue, Ithaca, New York 14850 (single copies without
harge).EDRS Price MF-$0.50 HC- $2.84Descriptors- *COGNITIVE PROCESSES, *CONCEPT FORMATION, *CONCEPT TEACHING, CURRICULUM
DEVELOPMENT, *HOME ECONOMICS EDUCATION, HOME MANAGEMENT, LEARNING PROCESSES, *LEARNING
THEORIESPrinciples of concept formation extracted from an extensive review of theoretical
and empirical work in psychology, and their relationship to home economics arepresented. The present attempts of home economics educators to identify the basicconcepts of the field and organize curriculums around them are potentially fruitful,
both for students and for the image of home economics. However, these educatorshave limited the meaning of "concept" in their use of the "concept approach." Curriculum
groups have thus far been concerned only with concepts as products while
experimental psychologists have investigated the process of learning concepts. The
home economics teacher would profit from the curriculum in which the two approaches
were unified. Only national cooperation in building high school home economicscurriculums would make possible the development of correlated textbooks, pamphlets,
films, filmstrips, tapes, demonstration equipment and other illustrative materials. Topics
discussed are (1) meanings of concept, and the task, methodological, organismic, and
strategy variables in concept learning, (2) the use of the concept approach inimproving high school curriculums in the physical, biological, and social sciences and
mathematics, and (3) sample lessons in the area of management of personal and familylife illustrating the "conceptual mode" of teaching. (FP)
DOCUMENT R F S t' M F
VT 005 534
U.S. DEPARTMENT OF HEALTH, EDUCATION & WELFARE
OFFICE OF EDUCATION
THIS DOCUMENT HAS BEEN REPRODUCED EXACTLY AS RECEIVED FROM THE
PERSON OR ORGANIZATION ORIGINATING IT. POINTS OF VIEW OR OPINIONS
STATED DO NOT NECESSARILY REPRESENT OFFICIAL OFFICE OF EDUCATION
POSITION OR POLICY.
LIBRARY
THE CENTER FOR VOCATIONAL ANDTECHNICAL EDUCATION
THE OHIO STATE UNIVERSITY
Inter-University Project One
Publication Series
1_C ONCEPT FORMATION AND THE
HOME EC ONOMICS CURRICULUM
Patricia Carlin White
April 1965
Inter-University Project One,at Cornell University, the University oi Buffalo,
the University of Rochester, and-Syracuse University,is supported in part by
The Ford Foundation
DIRECTOR
D. B. GowinProfessor, Educational Philosophy
EDITOR AND PRODUCTION ASSISTANT
Cynthia Richardson
PROJECT ONE COMMITTEE
William E. DrakeProfessor, Agricultural Education
William T. LoweProfessor, Secondary Education (Social Studies)
Helen Y. NelsonProfessor, Home Economics Education
Isabel J. PeardProfessor, Secondary Education (English)
Richard E. RippleProfessor, Educational Psychology
Frederick H. StutzDean, School of Education
Gordon F. VarsProfessor, Secondary Education (English)
Single copies of this publicationare available free of cost from:
Project One Publication Office320 Wait AvenueIthaca, New York
CORNELL UNIVERSITY
ITHACA, NEW YORK
ARARY'HE CENTER FOR VOCATIONAL AND
TECHNICAL EDUCATION
'HE OHIO STATE UNIVERSITY
YOREWARD
Two of Project One's many purposes are represented' in this
essay: to coordinate and integrate work in 'allied disciplines,
such as psychology, with the subject to be taught, and to show
teachers and administrators how they can adopt certain techno-
logical advanced and behavioral research findings to the
improvement of pupils' learning. From an'extensive review of
theoretical and empirical work in psychology, the author has
extracted the principles of concept formation and brought them
to bear on one of the major practical arts of the high school
curriculum: home economics. The principles are amply illustrated
with procedures useful to the practicing school teacher.
Mrs. White, who is now using her ideas while teaching in
the pUblic schools of Pittsburgh, Pennsylvania, received both
her B.A. and M.Ed. with honors from Cornell.University. She'
did practice teaching in Ithaca High School, Boynton Junior
High, and Letchworth Central School.
D. B. GowinDirector, Project One
I
Foreword
TABLE OF CONTENTS
Chapter I: Datroduction and Statement1of the Problem
Chapter II: The Meanings of Concept 4
1. Concepts As Tools In CurriculumDesign 4
2. Concepts and Learning 63. A Definition of "Concept" 7
Chapter III: Experiments in ConceptFormation 16
1. Concept Formation in theExperiment and in the Class-room
2. Factors Affecting ConceptFormation 21
Chapter 17: General Use of the Concept36Approach
Chapter V: Use of the Concept Approachin Home Economics 41
1. The "Conceptual Mode" ofTeaching 45
2. Implementation of a ConceptCurriculum .. 48
3. Implementation of the "Overview"
Period 51
Bibliography 59
40,
CHAPTER I
INTRODUCTION AND STATEMENT OF THE PROBLEM
Home economics educators reflect a growing concern for theintegrity of their field in the recent steps that state, regional, andnational groups have taken to identify the basic concepts of homeeconomics. (58: 539) In a report on "Selected Issues and Problems inSecondary Education" in the professional publication, the Journal ofHome :Economics, the author discusses this concern.
The Home Economics Education Branch of the U. S. Officeof Education has provided leadersh:lp in the task ofidentifying the fundamental principles, the centralconcepts, and the major ideas in the various areas ofhome economics. Preliminary work was begun in February1961. Since that time, discussion at several regionaland national meetings of home economics educators hascentered on the 'concept approa,'h' to curriculumdevelopment. (54: 13).
In a series of talks on "Education in a World of Change,"delivered at the 1962 annual meeting of the Anerican Home EconomicsAssociation, the speaker prediTted that,
the influence of home economics on the future mightdepend upon the extent to which the concepts, along withthe skills and values of our field can be definedConcepts, skills, and values are being increasinglyrecognized as the structure of the curriculum for homeeconomics in high schools. In achieving depth, it isnot necessary to eliminate the 'how' in order toanswer the 'why'. (58: 540)
Homemaking skills must always occupy a place in the high schoolhome economics curriculum, but another quote from an article entitled"The Place of Home Economics in American Society" serves to clarifythe change that the new curriculum approach represents:
A continuation of the lessening of emphasis upon skillsseems to be in order in educational programs, especiallyat the secondary school level. (2: 450)
1
This decreasing emphasis on skills, and the growing emphasis onconcepts in home economics is certainly defensible in view of rapidlychanging times which may render a ski,11 Obsolete in a matter of years.Concepts provide a framework for thinking, for meeting new situations,for acquiring new knowledge.
_The present attempts of home economics educators to identify thebasidcOncepts of the field and organize curriculums around theseconcepts are potentially fruitful, both for students in home, economicscourses and for the image that home economics presently ha. However,the position to be taken in this essay is that these educators haveseverely limited the meaning of "concept" in their use of the "conceptapproach" that it is not as educationally fruitful as it might be.
For example, the purpose of the meetings held in July, 1962, bythe committee of the Home Economics Division of the Anerican Associationof Land Grant Colleges and State Universities is revealed in thecommittee name, "Articulation of Home Economics between the High Schooland the College." Logically enough, in solving a problem of articula.tion between various teaching levels, the first step was the "identifi-cation of the key concepts in each of the subject matter segments ofthe field." (81: 1) In other words, the concept approach was intendedprimarily to aid communication. This judgment is evidenced by thefact that the committee spent much time in lengthy debates over wording.Although the "concept approach was utilized as a means that wouldallow eventually a critical appraisal of curricula, course content,and learning experience," (81: 1) the concepts that were finally decidedupon were derived solely from the subject matter with no apparentattempt to justify the results in terms of their educational value.
Another example of the limited use of the "concept approach" isits use as the basis for the revision of New York State home economicscurriculum. The chairman of the New York State Home EconomicsCurriculum Revision Committee referred to a concept as "an organizationof subject matter and materials." The intended purpose of using theconcept approach in the new curriculum is to communicate the organiza-tion of the content of home economics courses, as well as the contentitself, to the teachers throughout the state to help "organize theteachers' thinking." (75) Here, then, concepts serve to aid organiza-tion as well as communication.
A much broader use of "concept" than either of these groups madeis implied in the definition of "concept" offered by the U. S. Officeof Education group which made the first "Suggested Outline of Conceptsfor Home Economics." "Concerts are abstractions which are used toorganize the world of objects and events into a smaller number ofcategories. These, in turn, can be organized into hierarchies." (76: 7)If this definition is viewed in terms of the student, whose needs andinterests should be at the base of any curriculum change, it is possibleto make a curriculum of lyarnings which are meaningful and cimilativefor the student. With the present limited use of the "concept approach",any intended benefit to the student from the changes taking place canonly be implied.
7-
3
The gaining of the "abstractions ... used to organize the worldof objects and events..." is a process which has attracted the interestof experimental psychologists, as well as a product the existence ofwhich puzzles philosophers and often eludes teachers. Concepts aremeans of communicating only because they are primarily outcomes oflearning, the internal collection of an individual's past experiences,and are, very simply defined, the means by which an individualmanages to think coherently. Organized thinking improves thepossibilities for communication and, it follows, for receiving andmaking sense of what is communicated. A more meaningful use of "concept;operational in the learning process, can be more educationallyvaluable because it stipulates the means by which the student canbenefit from a new curriculum.
. The teacher is responsible for both her own concepts, in orderto communicate effectively; and for those of her students, forlearning to take place. The curriculum groups have thus far beenconcerned only with concepts as products; experimental psychologistshave investigated the process of learning concepts. The teacherprofits from both approaches, amd the home economics teacher wouldprofit from a curriculum in which the two approaches were unified.
CHAPTER II
THE MEANINGS OF CONCEPT
1. Concepts as Tools in Curriculum Design
"Concept" is a term used meaningfully at present by both educatorsand researchers. However, several quotes will serve to point out thewide differences in the use of the word:
Learning new concepts is perhaps the most important kindof learning a child must master. One of the reasonsteachers of primary children begin the early readingexperiences with trips to the zoo, the store... and thepost office is to assure firsthand knowledge essential toan understanding of the concepts they will meet in theirreading. (38: 76)
One approach (to curriculum revision) that merits carefulreflection by all educators is to focus upon the identifi-cation of the fundamental principles, the broad concepts,the big ideas in the various subject fields...Thesequestions should guide this process: What are the funda-mental principles, the central concepts, the major ideasassociated with a field of study? Which ideas are centralto an understanding of the methods of inquiry unique tothat field? Which ideas underlie a whole series of otherideas and are thus essential if any real understanding ofthat field is to come about? (54: 13)
(Concept formation is the) process by which an organismdevelops a symbolic response (usually, but not necessarilylinguistic) which is made to the meMbers of a class ofstimulus patterns, but not to other stimuli. (55: 27)
Concepts are cognitive organizing systems which serve tobring pertinent features of past experience to bear upona present stimulus object. Assuming that a stimulus hassome effect upon the person (he perceives it) there areevoked processes whereby the Object is interpreted, givenmeaning, and linked with the other concurrent activitiesof the organism. (65: 527)
5
The first two speakers are educators, concerned with the conceptas a product of learning. The following two are scientists, involvedin the problem of how we form and manipulate concepts; they investigatethe process of concept formation. When the scientist first becameinterested in this process of concept formation, he borrowed the ideaof the concept from philosophers and early psychologists who hadarrived at it by logical means. They realized that men held meaningswhich were apart from the things in which the meaning resided. Groupsof meanings were somehow connected internally and the "truth" of aconcept could be determined by logical analysis, as in the classicsyllogism: Socrates is a man; all men are mortal; therefore, Socratesis mortal.
Scientists analyzed this kind of thinking in scientific terms.The syllogism can be thought of as a series of classifications orcategorizations, requiring perception, (Socrates has ears, eyes, arms,legs, etc.), abstraction and generalization (Certain of these percepti-ble characteristics are unique to a class of objects we call men, soSocrates is a man. Man, further, belongs to a class raned "mortal",so Socrates belongs to this class, too.) This kind of analysisallowed scientific methods to be applied to a logical construct whichseemed to imply an investigable process.
The situation has now come full circle. Medhanical informationprocessers, made possible with the increased understanding of humanconcept formation, (at least its information processing, or classify-ing aspect) are depending on symbolic logic for their *blueprints",and are "an important influence in the contemporary analyses of thethinking process". (33: 447, also 31)
To say that we have come full circle is not to say that thinkingon the sUbject is completed. In fact, it is hardly begun, as a reviewof the literature in concept formation will indicate. To say that weare back at the point where we began is no less false. The manydimensions which have been added to the idea of "concept" can be ofgreat value to the educator in his use of the word.* What is relevantto the evolving fact that the product and the process of concertlearning are interdependent, regardless of the point of view fram whichthey are approached, and a question about one (product or process)cannot really be answered without recourse to the other.
This is an important point for curriculum nakers if the concept-curriculum is to be a description of the products of student learning.A concert, in order to "work" in a curriculum, should be the logicaloutcome of a process of education designed for concept learning.
* The dimension, "simple to complex", describing the extremes in whatis termed a hierarchy of concepts and intended to emphasize thecumulative nature of concepts, is demonstrated in the opening quo-tations of this section. (38) and (55) refer to more simple conceptsthan (54) and (65), which refer to more complex concert systems.
6
2. Concepts and Learning
Concept learning is the most desirable type of learning fram the
student's point of view. For those of normal or above intelligence, athoroughly conditioned change of behavior is not considered the most
advantageous kind of learning in our society. Neither is the learning
of arbitrary associations, as for example, the memorization of the
meaning of a vocabulary word without experiences with the word which
give it real meaning and applicability.
Instead, education aims at giving meaning--the meaning of a book,
a science experiment, an historical event, or a method of food prepara-
tion. According to Herbert J. Klausmeier, "A concept is the meaning or
meanings that the individual associates with words, other signs, and
direct sensory experiences, and the meanings are based upon discrimina-
tions and associations." (35: 155) A concept, by definition, is the
means of assuring transfer to other similar situations. Because the
concept and the process of attaining it are interdependent (A concept
is not a concept unless it has been conceptualized), concept learning
can be employed as a means of learning to learn. For example, in
concept learning experiments, students who were instructed in the nature
of a concept and of their task learned more efficiently than control
groups who did not receive instruction. (43) In experiments which
ostensfbly dealt with memorization, subjects who discovered a concept
within a group of experimental stimuli learned more efficiently and
retained information better than those who attempted to continue
memorizing. (30)
Educators have confused the terms "concept", "principles", and
"generalization". The barrier presented by the lack of a cleardistinction among these terms can be overcome by considering concepts
as existing in a hierarchical fashion. "Dogs" and "cats" are "animals"
which are "mammals". In this simple example are concepts which exist
at different levels. It seems that principles and/or generalizations
can be thought of as the links implied between the levels. Whitehead
has said of the essence of the concept and the principles and generali-
zations it includes: "'Your learning is useless to you till you have
lost your textbooks, burnt your lecture notes and forgotten the
minutiae which you learnee: by heart for the examination,. (until
you shed details in favor of principles." (72: 37)
Concept learning, then, can be distinguished from the learning
of facts and of skills which are learned by repetition, without
variation, of the same phase or movement. If, however, a series of
facts takes on meaning for the learner because of same relationship
among them, or, if a skill is learned in such a way that the learner
can assess different situations and vary his behavior accordingly and
can discover relationships between methods and outcomes, then
conceptual learning is prdbably involved.
7
The determining factor is the meaningfulness for the student. However,conceptualization is more than "understanding". As Whitehead implied,a concept is tested by using it in some way. Concepts are aids tolearning as well as valuable outcomes because of their tendency toaccumulate in an organized manner and the resulting possibilities ofincreased meaningfulness for the student.
We return to the original question of this section, "What is thenature of a concept that makes it a productive approach to improvingcurriculum?" and answer it further by means of a definition in whichthe attempt is made to relate process and product of concept formationfor the educator.
3. A Definition of Concept
The educator's main reason for referring to learning as a changein behavior is that this approach makes measurement of learning possfble.What is really desirable is that meaning should be attached to thischange of behavior. The troUble with this qualification) however, hasbeen that it turns the prdblem into a philosophical as well as a psycho-logical issue. Plato was concerned with the distinction betweenshadow and realitylbetween thinking and the dbject of thought. The
role of the concept in answering this question is indicated by Vinacke,in The Psychology of Thinking: "In our view, concept formation involvesprocesses of perception and learning by means of which the individualdevelops an organized and coherent relation to the external world."(65: 98)
Gaston Viaud (64) has written that "a concept is a_condensationof experience ... a concept_is a generalizedand abstract symboli- it
is the sum of all our knowledge of a particular class of dbjects."Coupled With his explanation that "concepts are systems of knowledgethat are constantly within the reach of our thought...and enable usto summbh this knowledge into consciousness whenever it is.jaeeded,"(64: 75-77) Viaud has accomplished a remarkably complete, thoughabridged, definition of "concept". Should his definition seem toosimple, bear in mind throughout this essay Vinacke's statement of themagnitude of the idea of "concept" and the part it plays in learning:
Oae of the most difficult aspects of thinking is that whichconcerns concepts. One reason is that the formation and use ofconcepts bears important relationships to many of the psycho-logical problems, notably the nature and development of language,the development and functions of perceptions, and the phenomenaof social interaction. A second reason is that concepts appearto involve complex: 'higher' mental processes, which are moredifficult to understand and investigate experimentally than otherbehavior. In speaking about concepts we appear to be dealing withphenomena almost without parallel in the scale of life, processesso complex and so closely associated with nervous activities insidethe organism that most of our conclusions require the extensive useof inference. (66: 98)
8
Much of what is known about concepts has, as we shall see, been
inferred from behavior, either in the experimental situation or in
everyday life. Viaud's definition summarized the role of the concept
in experience; it is well worth examining and expanding part by part.
...a concept is a condensation of experience..."
Man is unable to store all the information which comes to him in
each experience he meets. Although when facing a forest a man is capable
of discriminating between a maple and an oak, between one leaf and
another, between the maple on the right and another to the left, when
asked what he saw, he would probably reply with the general term,
"forest". Coming upon another field of trees, this time evergreens,
the same man, or any other, will probably respond "forest" again when
asked what was there. The man does not store all of his perceptions
separately, but instead retains the concept "forest". (The exception
to this would be the man who was, for his own purposes, particularly
interested in specific types of trees.) Whitehead used this same metaphor
and made the point that, "The problem of education is to make the
pupil see the wood by means of the trees." (72: 18)
Bruner, in a Study of Thinking, (5) pointed out the ability of man
to discriminate a vast nudber of differences in the objects and events
which confront him and his inability to deal with the vast complexity
resulting, and called it a "seeming paradox". (5: 1) The resolution of
this seeming paradox he attributed to man's conceptual ability, man'sftcapacity to categorize". (5: 1) His example is that of the range of
color, along which there are estimated to be more than seven million
discriminable colors, yet men find that about a dozen names usually
suffice. Bruner went on:
TO categorize is to render discriminably different things
equivalent, to group the Objects and events and people
around us into classes, and to respond to them in terms
of their class membership rather than their uniqueness.
Our refined discriminative ability is reserved only for
those segments of the environment with which we are
specially concerned ...By categorizing as equivalent
discriminable different events the organism reduces the
complexity of its environment (author's emphiag)7-(5: 1)
Bruner's definition of concept formation as "categorization" is
not as limited as it might seem. We categorize, it seems, when we
decide whether a law applies in a certain case or whether one procedure
or another is better for a particular problem. The judgments we
make in terms of our goals and values are certainly categorizations;
we cannot judge unless we perceive the aspects of a situation which
are relevant to our purpose and have a concept with definite limits
9
which either includes or does not include the case being decided.Once a decision is made, this experience further increases the meaning-fulness of the concept.
Vinacke also vtewed concepts as the means of organizing ouraccumulated experiences. (66: 105) Concepts are "systems within themental organization which link discrete sensory experiences. Thiscondition may be demonstrated by proving that an individual respondsto different stimuli in the same way." (66: 101) The ties or linksto which Vinacke referred are obscure and uncertain. However, theidea that condensed experiences are somehow linked in an internalorganization is demonstrable. According to Vinacke, words are thosesyMbolic links in a system of organized experience. "A word tiestogether different experiences with the same dbject, experiences withobjects somehow related to each other, the emotional processes arousedin these experiences, etc. Men do not store all of this; theseexperiences are condensed into a word." (66: 101)
Robert Thomsen, a British psychologist, expressed the same ideaabout the nenessity of condensing experience.
If we did not categorize or classify automatically, wewould be faced with the exhausting and complicated taskof relating every particular item in our experience toevery other item in the context of their occurrence.We would flounder in the imMediate concrete situationand be unable to interpret it. (62: 65)
The resigned advice, "Oh well, live and learn," is actuallyabout concept learning, since our concepts are the means by whichwe profit from experience. Instead of learning each of ourexperiences, we learn from them. We condense from an experiencethat which has meaning for us in terms of other, similar experiences.We add to our concept of a thing as our experiences demand. Aconcept is not derived from one experience, but fram many. Theextent to which we can perceive in a situation that which affectsour concept in one way or another, organize this information intoour existing concept and use the concept in a fUrther situation, isreally the way we "live and learn." If experience.is for a persononly an agglomeration of unassociated facts, or results only in aset of more or less conditioned skills and other responses, then "liveand learn" becomes a warning. Meanings must be transferrable; wemust be able to make general stateMents or rules about things so wecan react reasonably among similar things.
11
...a concept is a generalized and abstract syMbol..."
Informational footnote: Psychologists who have conducted experimentsin concept formation not requirinethe use of verbal symtols would arguethis point, but it is safe to say that most concepts are usuallysymbolized verbally.
10
Viaud here gives us the processes of categorization which have beeninferred from conceptual behavior, the means by which an individualcondenses experience.
Vinacke stated that "concepts are not direct sensory data, butsomething resulting from the elaboration, coMbination, etc., thereofa verbal response is merely a label for the cognitive system, which,from the psychological standpoint, is actually the concept." (66: 100)
In other words, the concept is not the dbject, or event, or otherphenamenon that is perceived, but the mental construct that remains.In Viaud's terms, the concept is what the individual "condenses."
Vinacke's distinction between the two processes which have beenconsidered to comprise concept formation is helpful:
Abstraction signifies the linking of one sensory experienceto another, during which some details are left out andothers become dominant...Generalization signifies that thedominant details resulting from abstraction are used as abasis for responding similarly to the separate Objectslinked by abstraction, and for responding to other dbjectssimilarly linked. (66: 104)
Abstraction from experience, then, implies that the commonfeatures of relationships among a group of experiences are the basisof the concept; generalization requires that an individual have eithera previous concept or a hypothesis about a set of experiences withwhich he then tests each instance to see if it fits.
The difference between these two approaches is well put byBertrand Russell and Alfred North Whitehead in their attack on eachother's method of making sense of this world. Russell, Whiteheadsaid, was "simpleminded." Russell considered Whitehead "muddleheaded."Russell approached a complex problem by breaking it down intosmaller parts which he could then solve correctly without doUbt.Whitehead felt that one was not facing up to a situation unless heconsidered it as a whole. (84)
These two approaches to the organization of experience are notthought by psychologists to be mutually exclusive, especially in thosepast childhood, who seldom form completely new concepts, but learn toapply or modify a concept already held. (66: 104)
Bruner made a distinction between the perceptual and conceptualmodes of categorization; these seem to be partially equivalent to theprocesses of abstraction and generalization. "Categorizing at theperceptual level consists of the process of identification, literallyan act of placing a stimulus by virtue of its defining attributes intoa certain class. Categorization of conceptual objects also (inaddition to perceiving the attributes) involves the fit of a set ofobjects or instances to the specifications of a category." (5: 9)
11
Bruner said that the ugerlying process is the same, that these two
extremes are at opposite ends of a continuum and that the major
difference is the "attribute immediacy" (5: 10) or the ease with whidh
a need to categorize can be met perceptually. EXperiments have shown
that some people prefer to proceed as far as possible using only
perceptual categories; others take a more active part in the process
and begin early in the experiment to set up tentative rules in hopes
of speeding up the acquisition of the concept. Bruner has done much
work on the "strategies" of concert attainment (which will be discussed
later) in which he discussed the increased. "mental strain" of the
conceptual mode of thought over the perceptual. It is somehow "easier"
to discover the common visual properties, for example, of a group of
objects than to discover common relationships expressed verball4r.
"...it is the sum of all our knowledge of a particular
class of Objects."
In addition to facilitating a unified approach to the process
and products of education, the concept helps educators in an analysis
of the dimensions along which meaningful knowledge can exist.
Viaud's use of the word "object" is unfortunate. In the author's
opinion, "objects" might better read "facts". "Facts" should then be
interpreted as any Objective information received through the sensory
organs--an event, a person, a machine, a book, etc. In other words,
an individual's concepts form and develop out of his own experience.
An explanation of the dimensions in which concepts seem to develop
follows:
Viaud's examples included that of the concept, "dog"; it is
"the sum tctal of the properties that distinguish the dog from all
other animals." (64: 75) He also visualized concepts as crystallizing
out in a network:
Work
Hydra Wood
Instrument HandleHead
Beati
Eggs
tHammer
Driving
Wife Car
Breaking
Neck
Record
Gaston Viaud, Intelligence, its
Evolutional Forms (New York:
Harper and Brothers, 1960), p. 76
77717,779F'777,,,,
12
This dimension of a concept, which might be labeled "denotative,
connotative," is of great importance. In the first case, that of the
"dog", the concept is considered to be a relatively precise number ofqualities which serve to allow classification of an object as "dog" orII
not-dog". The concept of dog is readily shared by others, it is
communicable, and can be taught. Hunt said that the very thing whichdistinguishes a concept such as "dog" fram the fact of any one dog one
perceives is that the concea can be communicated to another personwithout resource to live dogs or pictures of dogs, that is, without
examples; (31: 7) in other words, it can be taught by means of symbols.
(To be learned, however, it is necessary that the concept be eMbodied
in experiences.) The concept, "dog", is concrete and it refers to a
perceivable set of objects. It is easily validated, or confirmed, by
asking someone, or going to a book. It is a class concept and its
members either belong or they do not belong. Its defining attributes
are the sum of what one has learned is peculiar to dogs. Hayakawa
called this an "extensional" concert, that part of the concept system
corresponding to the objective properties of the stimulus object,
"that which the words stand for." (66: 101)
The second example given by Viaud is one of the "intensional
concepts," so-called by Hayakawa. He defined these as "that which is
suggested inside one's head." (66: 101) Vinacke said, "the intensional
aspect corresponds to that part of the system whiCh derives from the
individual's unique experiences with the stimulus object and the
ramifying relationships which the concept system has with other
systems." (66: 101)
This aspect of a concept is unique to an individual and is
probably not entirely communicable. The meanings or parts of the
concept which are aroused will vary with the particular situation.
Use of this type of concept cannot be validated in its entirety and
an individual can have a wrong, or eccentric, or antisocial concept
which experience may give no cause to change because experience is
perceived in the framework of the individual's concepts and condensed
into this framework or the individual's conceptual organization.
Misconceptions which "color" experience are especially prevalent in
the connotations of the sytbols of our concepts. Teachers can more
easily build, check, and correct the denotative aspects of concepts
than they can insure an appropriate range of connotative meaning.
However, teachers need to be Aware that both types of concepts are in
operation with every experience and both are a basis for building
concepts in future experience.
The increasing meaningfulness of a concept as experiences with
it increase proceeds in another set of dimensions, vertical and
horizontal. (67, 68) Vertical concepts are those in which groupings
are increasingly inclusive. Such a progression would be: dog, animal,
mammal. (64)
13
A horizontal organization of classifications might be: collie, beagle,
terrier; these are mutually exclusive categories. Another example of
horizontal organization of concepts is one in which one's concept of
"dog" expands to include such additional meanings as: she's a dog, dog
days, hot-dog, etc., categories which are also mutually exclusive.
Concept formation in the vertical dimension usually involves perception
of relationships, which allow experiences to be classified in
hierarchies and approximately corresponds to "depth" in learning.
Hempel (22) referred to the vertical dimension as "real" conceptualiza-
tion, which is characterized by explication of relationships and
essential values. (22) The accumulation of concepts at increasingly
abstract levels would be development in the vertical dimension.
Broadening of a concept in the horizontal plane would mean somehow
changing the limits of a category in the direction of greater breadth
or completeness of concepts, or increased accuracy or clarity of a
concept. It can also mean developing new groupdngs for experiences
on the basis of new needs. Hempel described this as the "nominal"
concept, a "logical definition", the "logical product of two classes
or properties". (23) Development of a concept in the horizontal
dimension might involve learning new nmmes or applications of known
names. Various authors speak of concepts as becoming more exact, or
more abstract, or more clear, or more flexible. Clearly, the
appropriate development of a concept depends upon the nature of the
concept.
Brownell viewed learning as a process of reorganization of
concepts. "Responses made at the beginning...are crude, clumsy,
uneconomical, inexpert, inexact, undifferentiated, and lacking in
mmaning. The responses made at the end...are refined, neat, expert,
economical, precise, and full of meaning. Learning proceeds stepwise,
from level to level." (3: 109) These conditions may be descriptive
of experimental behavior, and of much of the conceptual behavior of
real life, but it is not always desirable that a concept become more
economical and precise. Brownell himself noted "the adequacy of the
concept is to be judged in light of the needs and purposes of the
learner at the time." (3: 109) A lack of precision and economy of
classification is essential in the correct use of some concepts.
"Democracy" and "right" are concepts which we may view either as
imprecise and flexible, or as continually changing.
The former is probably the case. We realize that democracy
is a concept which is highly abstract, derived fram sometimes
conflicting experiences, and rich in intentional meaning. Therefore,
the "correct" concept of democracy is one which allows us to classify
a country as a "democracy" or "non-democracy". The correctness of
the concept is largely a matter of the degree of ambiguity of meaning
which is tolerated by the individual. This is an important point
in a discussion of concept learning.
14
A concept must be in character with the "facts" Of experiences whichare conceptualized. Not all human experience is condensed into preciserules of classification. It is not desirable that each of theconcepts an individual holds be "complete and accurate," (5: 29) as
some psydhologists seem to imply. Teachers should have as a goal thestudents' attainment of concepts that are no more concrete or abstractthan the nature of the concept and the needs and purposes of the studentsindicate. For example, a concept of "family responsibility" shouldnot be reduced to a list of rules for family meMbers. That would be
out of character with the more atbiguous nature of the concept and thestudents' need and ability to grasp a more abstract and less clearlydefined. concept. A concept, on the other hand, such as "Vitamin A"can be more concrete and precise; but not more so than the students'
needs require. For example, learning its chemical formula would beirrelevant for the purposes of most high school students.
Concepts also range along a continuum of meaningfulness.Meaningfulness increases only with increased experiences with aconcept. Several studies reported by Vinacke showed that variationin experience caused as mudh difference in the level of conceptattainment as either dhronological or mental age. (66: 119)
Authors emphasize that teachers should provide an abundance ofvaried experiences in teaching for concept learning. At the lowestlevel of concept formation, it is difficult to know whether a studentis gaining a concept or an arbitrary association. (3: 114)
EXperience with the concept in varied, rather than repetitive, situationswith varied materials will promote concept learning.
Concepts, it should be realized, are formed from all of anindividual's experiences, not just those the school provides. In
home economics, this fact is of prime importance. There is no such
problem in world history, for example, of the "tremendous gapbetween'the pupil and the materials with which he works," wherean dbstacle to learning is "the difficulty the pupil encounters indeveloping accurate concepts of time and space." (14: 107) The
problem in home economics is not one of lack of experience with theconcepts used in the subject matter, but instead, of a backlog ofsome experiences which vary for each student, thus resulting in arange of concepts which a teacher finds difficult to assess,especially in their intentional aspects. An inconsistent concertrevealed in the comment, "In our family, we don't like vegetables,and that's reason enough for not eating them," or an incompleteconcept, for example, "I already know enough about that" is a greaterbarrier to further learning than the previous case where little,if any, concept existed previously because the subject matter was nctwithin the experience of the pupil. Incomplete concepts may be a
15
greater barrier to learning because first of all, an individual uses
his concepts, once formed, as the basis for categorizing future
experience and tends to resist changes or shifts in the concept.
Secondly, a pupil can hold and use a concert
verbalization that might reveal incompleteness or
Classroam experiences are then made meaningful to
terms of his own inconsistent concepts.
without theinaccuracies.the student in
And last, an individual may tend to resist consciously
organizing his concepts in a hierarchical fashion beyond a certain
degree. This is an observable point. Experiments have shown that more
"mental strain" is required to learn a hierardhical concept of two
objects and a class name than to learn names for three objects. (67)
In.another type of experiment, increasing the complexity of the
material fram which the concept was to be formed led to the formation
of concepts with doUble and triple meanings for many subjects rather
than the educative search for a consistent concept. (45)
"Concept", therefore, is used by educators primarily to describe
a product of learning and by scientists primarily to describe a
process of learning. Concepts are the most efficient and useful way
humans have of processing and storing the information received in
experience through all the senses; thus, concepts are a desirable
outcome of education. "A concept is a condensation of experience
a generalized or abstract symbol the sum of all our knowledge of a
rarticular class of objects': (64: 75-77) Concepts are described as
existing in several dimensions: denotative, connotative; vertical,
horizontal; incomplete, complete; no meaning, meaningful.
The value of the concept approach to curriculum is that, if used
in a fuller sense than is presently the case, both process and
product can be examined in the same frame of reference, making
possible a unified approach to the means and ends of education.
Since process and product are interdependent, it is possible to
design a curriculum to promote concept learning in the student as
well as to communicate the organization of the subject matter to
the teacher.
CHAPTER III
EXPERIMENTS IN CONCEPT FORMATION
Anong the many things Bertrand Russell said about education, the
following, slightly paraphrased, is relevant in attempting to define
a concept. "The important thing is not to know how to spell words,
but how to use them." (50: 22) It is not as important (and it is
inapproprijg) to define "concert" precisely as it is to use it
fruitfully, for a word becomes meaningful only in its use, or, in
other words, when a person has formed a useful concept of it. The
discussion in the previous chapter of the meaning of concept was
intended only to set limits within which the word could be used.
These limits are, at one end, concerned with the formation of a concept
as a psychological phenomena in a human (or lower) organism, and at
the other, as an organization of meanings held by an individual or
inherent in a recognized field of human endeavor. The value of the
concept approach is that both process and product can be examined in
the same frame of reference; this makes possible a unified approach
to means and ends. When its use is limited to communicating the
organization of a subject matter among teachers, the value is lost,
and the approach might as well be labeled the "topic" approach.
If the basic concerts of the subject matter are to be acquired
by the student, and the process is a psychological one, then we can
turn to the experimental psychologists who have investitpted the
process of concept formation and the conditions which affect concept
learning.
1. Concept Formation in the Experiment and in the Classroom
If we are to infer anything about classroom learning from
experiments in concept formation, it will be necessary to examine
the relation between concept formation in the experiment and in the
classroom.
For this purpose, it will be profitable to describe the methods
of several of the common types of concert formation experiments. In
a recent book, Hunt (31) compared the human subject in a concept
learning experiment with a modern digital computer. In the ideally
efficient situation, the sUbject receives data, hypothesizes a
classification rule and uses it to classify the perceptual data of
the experiment.
16
The informatiod received when the classification is either confirmed
or corrected is stored by the subject and accumulated until the
classification rule is precise (or useful), and can be used and
transmitted without recourse to the examples; a classification rule
which organizes a situation has been abstracted from it and exists
independently of the instances from which it has been derived. Further
information can be "processed" according to this rule.
The early experiments in concert learning are interesting
because they were made to appear to the subjects as exercises in
memorization; concept learning has of course, valuable use in education
because of its difference fram rote learning. One of the earliest
experiments in concept learning required that the sUbject make the
switch fram memorizing perceptions to conceptualizing without being
directed to do so, and perhaps without realizing it. Hull's experi-
ments were the beginning of the objective, qugntitative approach to
concept learning that has culminated in the ability to reproduce the
behavior in a machine. Hull (30) usod series of Chinese dharacters
in which each series had a simple character as the basis of
increasingly complex configurations. This common characteristicwas the determinant of the common name, a nonsense syllable.
Determining whether the subject had the rule was accomplished by
asking him to draw the common element of the characters. The process
required perception of the characters: a consciousness of the
possibility of organizing these perceptions arising from the
discrimination of common characteristics, a series of experiences in
which only the relevant characteristic remained constant throughout,
and the development and application of a rule for the name. Hull
used a device that is common in both memory and concept learning
experiments, a memory drum. Each experience with the concert is per-
ceived separately for a given period of time. The information to be
gained from each exposure to the material embo4ying the concept must
be retained. After several instances, it becomes necessary to organ-
ize this information in same way in order to remeMber it. According
to Hull, this was the beginning stage of forming the concept. (30)
Hull's experimental task was largely a perceptual problem
involving the isolation of one attribute. Smoke (56) developed a task
in which the sUbjects were to discover relationships common to the
instances that were presented as positive examples of the concept.
After being shown both positive and negative examples, the subject
was instructed to make a guess about the classification rule as soon
as he thought he had learned the concept. The experinent proceeded
in the following way:
18
Experimenter: "I shall give you three tests. The first of
these is that of definition. Please state what a '
is". After the subject had finished, the experimenter gave
him another sheet of paper, saying, "The secoud test is a
matter of drawing. Please draw two ' 's." ln...the
third test the experimenter...said, "Here is a series of
sixteen drawings. Some of these drawings are ' s'
and some of them are not. If the drawing is a
write 'Yes' after its nuMber. If it is not a '
write 'No'.what a '
definiti;a=
If you should happen to change your mind about
' is, be sure to stop and change your
(56: 137)
Later experiments used such techniques as the Vigotsky block
sorting procedure. The materials consist of wooden blocks of
different colors, shapes, heights, and sizes, which are to be
categorized into four groups.
At the beginning of the experiment all blocks, well mixed
as to color and size, are scattered over the central
circular part of a square board, the rest of which is
divided into four different kinds of spaces...The subject
is told that there are four different kinds of blocks,
that each kind has a name and that his task is to find
the four kinds, and to put each of them into a separate
corner. The examiner then turns up one of the blocks,
shows its name to the sUbject, and putting it into one of
the corner spaces, suggests that the subject start by
picking out and putting in the same corner all blocks which
he thinks might belong to the same kind. After he has done
so...the experimenter turns up one of the wrongly selected
blocks, showing that this is a block of a different kind,
and encourages the subject to continue trying. This he may
do in any way he pleases ...and the process continues until
the subject discovers the principle of classification, and
the subject is asked to formulate the principles of
classification. After this the blocks are turned over once
more, this time without any help from the examiner. (19)
Similar in aim and procedure is the commonly used method of card
sorting. In this method, each response of the subject is validated or
corrected, so that new hypotheses of the classification principle can
be formed and tested in succeeding tries. This method makes it possible
to analyze the steps followed in forming a concept. The task is well
explained to the subject in an experiment by Sechrist and Wallace:
19
In the following problem, I will begin by showing you a
card which will be a positive example of the concept that I
have in mind. After I show you the card you will be asked
to select more cards from the board in front of you. After
each one of your selections I will tell you whether the card
you have chosen is positive or negative. If it is positive,
you know that both of the attributes that define the concept
are present on the card. If it is negative, you know that
both of the attributes that define the concert are not present
on the card. You may take as many cards as you wish, and
you may offer one suggestion as to what you think the concept
is that I have in mind after each one of your selections.
Your task is to figure out what the concept is that I have
in mind using as few of the cards as possible. Try to avoid
guessing and make a real attempt to use information you get
from the cards in a logical manner. There are no tricks.
Do you have any questions? If not, let's begin. Here is
the first card and it is a positive instance of the concept
which I have in mind. (52: 159)
Certain differences between the concert learning of these
experiences and that of the classroom are at once obvious. In the
experiments described above, the concept to be formed is not a real-
life concept. The reason that the so-called "closed" concept is often
employed in experiments is that on1y by guaranteeing that a new concept
is being introduced to the sUbject can the process of concept formation
be observed. This guarantee is made possible by devising a classifi-
cation rule which is not useful outside of the experimental situation.
However, not all concept learning experiments deal only with nonsense
syllables, geometric shapes and the like; for purposes other than the
study of concept formation, familiar concerts and/or materials are
sometimes used.
Another difference is the degree of certainty about the defining
attribute of the concept and a regularity of procedure in the experiment
that is not found in the classroom. The tasks in the experiments
have been simplified to approximate the basic processes of concept
formation. Data received in real life, in contrast, is multitudinous
and the system of concepts into which it is organized is infinite1y
complex. The classroom has been referred to as a simplified environment,
but the concept formation taking place there is far more complicated
and more spontaneous than in the concept learning experiment.
However, the relation between concept formation in the experiment
and in the classroom is the same. Reference to the dimensions of
"concept" discussed previously will clarify this point. Concepts exist
on a number _of continuums in several dimensions, but the process of
conceptual thinking, perception, abstraction and generalization, are
the processes of forming concepts at all levels. The examples given
in detail above require perception, abstraction, and generalization,
the processes of concept formation. Common to all is the fact that
the sUbject gradually evolves the concept from his experiences in a
series of situations which provide information about the concept.
20
Formation of the concept depends upon the information that is gainedfrom each instance and the use that is made of it.
In the classroom, too, it is necessary for the student to graduallybuild concepts by gaining all possible information from a situationand choose from it what is relevant for his purposes. The teacher'sjob is comparable to the experimenter's: to establish the concepts tobe learned, to provide a series of experiences in which the studentscan perceive the concept, and to ascertain the extent to which theconcept is already held by the student in order to correct or validatethose aspects of it which have been gained outside of the schoolsituation. The teacher must be sure that the concept has beencommunicated to the student in the materials and experiences providedand that the student attains a concept which is consistent anduseful.
Several other factors affect the extent to which informationyielded in concept learning experiments can be applied in the class-room situation.
Students in experimental studies of concept formation areusually college students, advanced, as a group, in age and intelligencebeyond the high school students concerned here. The age variable inconceptual ability will be discussed at a later point in this paper,but maturity is an important factor in the level of concept formationwhich can be achieved. However, the process basic to conceptformation is evident in concept formation at all stages of development,and it follows that the same factors will affect efficiency ofconcept development at all stages.
Several methodological criticisms can be made of concept learningexperiments in general. Subjects are usually either volunteers, orstudents enrolled in education or psychology classes. Severalexperimenters have reported occasional difficulty in getting a subjectto take the experiment seriously. The non-random nature of thesUbjects has unpredictable effects, if any, on the information gained.Replication of the experiments has increased the reliability of thefindings in many cases.
EXperimenters have not used the sane measure for the dependentvariable, concept learning. Some experimenters speak of rate of learning,same of nuMber of corrections needed, some of efficiency of usinginformation, and still others measure rate of retention and ability touse the concept.
respite these limitations of concept learning experiments,certain information about tke process of concept formation and thefactors affecting it has resulted fram these experiments and appears tobe applicable in the classroam.
el
2. Factors Affecting Concept Formation
Herbert Klausmeier, in one of a series of experiments in conceptlearning reported to the American Educational ResearchAssociation inChicago in February, 1963, classified the variables affecting theefficiency of concept learning which have thus far been experimentallyinvestigated as those of "task" variables, "methodological" variables,"organismic" variables, and "strategies." (80: 18)
Task variables relate to the characteristics inherent in theconcept learning task of the expertment. Methodological variablesinclude differences in the communication of the concept to the subject.Organismic variables are those pertaining to the intellectual,psychomotor, and affective conditions of the subjects. Variationsin strategy arise from the fact that the same subject in differentsituations or different subjects in the same situation will approachthe concept learning task in distinctly different ways. The choice ofa "strategy," however, is not always entirely up to the subject.Organismic variables may determine the subject's affinity for one oranother strategies; the nature of the task or methodology may alsodetermine the course the individual will follow.
These expertmental variables, translated into different terminology,are the vaTiables with which the teacher must deal: the character-istics of the task, teaching methods, characteristics of the learners,and, very loosely translated, learner's study skills. Therefore, areview of the researdh in concepora ofganized with regard tothese variables should be helpful in the attempt to apply experimentalfindings in the classroom situation.
Task variables
Tesk variables include the type of concept to be studied and thenature of the materials used in the experiment.
Bruner (5) classified the types of concepts in reference not tothe dimensions along which concepts seem to exist, but to the criterionof their categorizing rules. The terms he used are "conjunctive,""relational," and "disjunctive." The conjunctive concept has aclassification rule which says that when the appropriate number ofattributes occur together in a stimulus, it is an instance of theconcept. Most concept formation experiments deal with this type ofconcept (for example, rules such as, all words which are animals, orall objects which are round and green). A relational concept is onedefined by the presence of a number of attributes in a certain relationto each other (Bruner's examples included that of all cards having afewer nuMber of figures than borders). (5: 41) Smoke (56), Stacey andCantor, (57), and Shore and Sechrist, (53) have used this type of conceptin their studies. Stacey and Cantor (57) used Zazlow's test of theattainment of a concept of a continuum, and found it more difficult thanthe commonly used block sorting test in which the concept was conjunc-tive. In both conjunctive and relational concepts, subjects can assumethat attributes of the concept apply consistently and that just as the
22
perception of a defining attribute always means an instance of the
concept, an instance announced to be an instance of the concept will
always contain all of the defining attributes.
In real life, we do not, of course, deal with certainties such as
are made possible in an experimental situation; instead we base our
categorizations on probabilities. EXperience gives a guide to the odds
we gamble on that our concepts are accurate. The lack of absolute
certainty does not obscure the logical relationship of attributes and
concepts in conjunctive and relational concepts.
The third type of concept posited by Bruner is the disjunctive
concept, in which any one or a combination of attributes defines the
concept. Bruner's examples of this type of concept included a baseball
strike, which is "a pitch that is across the plate and between the
batter's knees and shoulders, or it is any pitch at which till batter
strikes but fails to send the ball into the field." (5: 43) When Bruner
attempted to introduce a disjunctive concept to his sUbjects, 70 per
cent of them failed to attain it, although instructed in the nature of
a disjunctive concept. (5: 178) This he attributed to the subject's
assumption that they could use the same strategies that were profitable
in attaining a conjunctive concept and to an attitude of Western think-
ing that "common events have common causes." (5: 181) Disjunctive concepts
are not consistent with Aristotelian logic; they are purely arbitrary.
Bruner's observation was that we try to find the common elements in
disjunctive classes, rather than be left with a disjunctive concept we
are uncomfortable using. We find it clumsy to use a category where
"two of the medbers, each uniform in terms of an ultimate criterion (the
ccocept) may have no defining attributes in common." (5: 156)
At the basis of any conceptual behavior, there must always be some
kind of perceptual activity. To condense experience into categories, a
person must perceive the elements of his experience relevant to the
categories. The availability to perception of the relevant character-
istics of an experience is one determinant of the difficulty of gaining
the concept. Disregarding at this point the perceptual abilities of
the stibject, it is the experimental materials which determine the ease
with which the common characteristics or inherent relationships of the
instances can be perceived by the sUbject. In fact, it is upon these
materials from which the concept is to be discovered that the adequacy
and validity of the experiment largely depends. In assessing many of
the studies in concept formation, it is often impossible to determine
which results can be generalized beyond the particular set of experi-
mental materials that has been used until the experiment has been
replicated or varied in some way in further experimentation. It is an
important fact in itself, however, that formation of a concept is a
function of the materials and experiences with which the sUbject is
confronted.
A number of experiments have explored the effect of perceptual
availability of the concept in the experimental materials. One
variation of Hull's experiments evolving a concept from series of
23
Chinese characters was the drawing of the subjects' attention to the
common element by coloring it in red ink in each of the increasingly
complex characters of which it was a part. This procedure increased
the subjects' discovery of the concept. Hull also found that, using
the all black figures, the simpler configurations were more efficient
for the discovery of the concept than the more complex ones. (30)
Shore and Sechrist (53), in a task in which the subjects were to
discover the common elements of nonsense syllables, supported Hull's
finding in the earlier experiment that a lesser amount of time spent
observing a large number of instances led to concept formation more
efficiently than a greater amount of time spent studying fewer cases.
However, they showed that a concept with less perceptually obviouscharacteristics required a repetition of a fewer number of instances
while with relatively Obvious characteristics a concert could be attained
with single examinations of a larger number of instances. A "percertually
obvious" characteristic in the Shore and Sechrist study was one in
which it was easy for the subject to see what the letters in the sylla-
bles had in common. The difficult concert required the subject to
reconstruct the syllables before they could discover the common
characteristics.
Heidbreder conducted a series of experiments in which subjects
consistently attained concepts in the order: concrete objects, spatial
forms, numbers (20, 21, 22, 23, 24, 25). Heidbreder's explanation was
that the more thing-like the concept, the more easily sUbjects could
attain it. She stressed that the difficulty of a concept was inherent
in the things being conceptualized. In a later experiment, she compared
the use of pictured representations of the concrete objects, spatial
forms, and numbers with verbal representations. Her subjects performed
better using the pictured material, when 'die materials "permitted
conceptualization at a more perceptual rather than a more intellectual
level." (21: 329) (The use of the word "intellectual" is of questionable
validity in referring to conceptualization fram word symbols as opposed
to picture symbols.) In another experiment, Heidbreder tried elimina-
ting the role of memory by using a card-sorting procedure instead of
the modified memory technique used in the early experiments. The
order of concept attainment found in the previous experiments was not
maintained, but varied with the varying dominant aspects of the several
sets of cards used. Heidbreder concluded that the order depended upon
the directly perceptfble "situational support" for one concert or
another. (24) In still another variation of her experiments, Heidbreder
attempted to eliminate direct perceptual situational support by
expressing the instances of the concepts in word symbols. In this case,
the determinant of ease of concept formation was the "semantic
efficiency of the words." (25: 308) Heidbreder's reasoning here seems
to be that if the subjects were not able to form the concept, the words
were not good symbols for the concept. This is somewhat circular
thinking, but this experiment, as well as the others, bee underlined
the importance in concept formation of the materials by which the
concept is communicated.
24
Wenzel and Flurry (70), repeated Heidbreder's early experimentswith much the same materials; in addition, they instructed the subjectsin the nature of a concept and urged them to find a concept rather thanto memorize. They discovered the same order of concept attainment.
Dattman and Israel (11), tested Heidbreder's amended hypothesisthat within a certain range of situational support for concepts, theorder of difficulty of conceptualization is correlated with thing-character of the concept. They criticized her experimental materials,saying that the instances of spatial forms and numbers were notstraightforward examples of the concepts, as the instances of concreteobjects were. They attempted to devise a set of materials in which eachinstance was a direct example of the concept. As a result of the attemptsto equalize the perceptual availability of the relevant characteristicsof the instances, the order of achieving concepts that Heidbreder hadfound disappeared. The difficulty of achieving a concept can be mani-pulated by changing the effectiveness with which the materials communi-cate the concept.
An experiment conducted by Gropper (78), undertook to test theefficiency of teaching Archimedes' principle to eighth graders by mEansof visual compared to verbal lessons. The visual lessons were telecast.They consisted of "sequences and repetetive demonstrations whichrequired students to make discriminations about the occurrences theysaw and on the basis of these discriminations to acquire the abilityto predict future occurrences." (78: 2) The verbal lesson containedthe same material as the visual lesson and required the sme activeresponse on the part of the students. The verbal lesson employed samevisual illustrations and the visual lesson included some verbal directions.This may account to some extent for the results of the study, whichshowed that the visual lesson was as effective as the verbal lesson.Thus, the purpose of the study, "to demonstrate how concepts might betaught by means of visual discrimination training," (78: 11) wasaccomplished. Students eventually used both types of presentationand further gain in scores was made; those who saw the visual lessonfirst made significantly greater gains than those who received theprograms in the alternate order.
Runquist (49), had different results in his comparison of theeffectiveness of visual versus verbal material. He used a list ofconcepts developed by Underwood and Richardson (63), which consisted ofgroups of nouns consistently categorized by the same noun. or adjectivei.Runquist chose those concepts with nouns which could be easily illus-trated and used three conditions of presentation, verbal, picture-dominant (in which characteristics defining the concept was emphasizedin the drawing), and picture non-dominant (in which the definingcharacteristic was de-emphasized). Runquist used high school studentsand found that the verbal materials promoted better performance thanthe pictorial representations. Of the pictorial material, that inwhich the concept was dominant was most effective. He suggested thatthese results were affected by the nature of the concepts chosen. Mostwere not visual concepts and thus did not profit from visual presentation(for example, "soft", a tactual concept).
25
Tagatz (85), compared the attainment of concepts using verbal and
"figural" material. The subject was confronted with a board which held
cards containing a number of attributes, some of which were relevant to
the concept to be attained. The figural material on the cards included
one or two figures of red or green with a broken or solid border. The
verbal material consisted of the words used above to describe the
figural material. In this experiment, Tagatz found that sUbjects could
conceptualize the figural material more quickly than the verbal material.
This experiment was limited in importance by the small number of sUbjects
and the use of only one criterion for efficiency of concept attainment,
but the results support a conclusion that concepts are best conceptualized
tram materials that are the most direct examples of the particular concept.
Davidson (12), presented subjects with the task of grouping
materials of varying levels of abstraction. Davidson considered a
category more abstract as it became,more inclusive. His experimental
materials were photographs, line drawings, long names, and short names
of the same objects, increasing in this order in abstraction, based on
his definition. Short names were class names and long names were the
class name plus one or two delimiting adjectives. Each group of subjects
received the same instances, but at a different level of abstraction,
and sUbjects were asked to group the materials in categories of their
own making. Subjects using the long names were least able to do this.
There was no significant difference among the other groups. These
results do not necessarily prove that the class name is more or less
abstract than the longer name; instead, it is probable that the adjectives
included in the longer name were irrelevant distractors to the sUbject
trying to categorize them.
The preceding studies of comparative efficiency of different
types of stimulus material support the general conclusions that the
efficiency with which a concept is learned is dependent upon the
efficiency with which the experimental materials communicate the concept;
that a concept, as it varies from concrete to abstract (or decreases in
its perceptual nature) is best derived from material which corresponds
to that degree of abstraction or concreteness; and that factors which
make the relevant dharacteristics of the instances more obvious lead
to more efficient concept formation.
Another of the factors affecting the perceptual availability of
the concept fram the materials is not contained in the material themselves,
but in the manner in which they are presented to the sUbject. Bruner (5),
found that cards placed in the board in an ordered way which made
evident their attributes and the relationships between them tended to
help the subject go about his task systematically and remember the
information gained. Tagatz (85), found that an ordered board made
concept learning one third more efficient.
Perceptual availability of the instances during the course of the
experiment determines the role of memory in the concept formation
experiment. Reed investigated the effects of serial versus simultaneous
26
presentation of the stimulus material (46). He found that the simultan-eous method, in which all instances were available to perception through-out the experiment, yielded a higher percentage of correct conceptsthan the serial method, because both the supporting and non-supportingevidence was before the sUbject and he could draw more accurate conclusions.However, as the length of the series increased, the difference inpercentage of correct concepts became smaller. Reed (46) also foundthat the simultaneous method proved to be proportionally more "work"for the sUbject in a short series than in longer series. This heattributed to a greater proportion of supporting evidence for a wrongconcept in the shorter series.
Heidbreder (24), attributed the greater ease of concept formationin card-sorting experiments as compared to the modified memory experi-ments to the possibility of greater reliance on perception. She didn'tconsider memory as a factor, but in saying that the simultaneous presen-tation provided more situational support for concept formation, shewas in effect saying that it required less memory. Bruner, too, foundthat his sUbjects conceptualized better when the task was "on the board"than when it was "in the head." (5)
Cahill and Hovland (8), using only negative instances, found poorerperformance in successive showing of the instances than in simultane-ous presentation. The use of negative instances in attaining a conceptrequired more reliance on memory than the use of positive instances ora mixture.
The presentation of negative instances of the concept as part ofthe concept learning experiment is another factor which affects theextent to which relevant characteristics are Obvious to the sUbject.In learning theories, the presentation of negative instances of thething to be learned is often considered interference with the stimulus-response association that is being conditioned. Research in conceptformation indicates a somewhat different fate for the negative instancesof a concept. Whether or not the negative instance is valuable indefining the concept depends upon the amount of information that thenegative instance carries, which in turn depends upon the sUbject'sunderstanding of the limits and dimensions of the concept to be formed.If the subject is taking part in a modified memory experiment in whichit is expected that he will, at same point in memorizing, hit upon theconcept, a "no" response to an early guess about the concept is notusually informative. If, on the other hand, a subject knows that theexperiment is one in concept formation, that the concept which he isexpected to form has two relevant dimensions of a total of seven thatcomprise the instances, the answer "no" to an early hypothesis aboutthe concept can carry a certain amount of information which is helpfulin attaining the concept. Smoke (55,56), in his early experiments, foundlittle difference between the use of positive instances alone and theaddition of negative instances. Hovland and Weiss (29), also Hovland(28), questioned whether this low efficiency of the negative instancewas due to difficulty in using information transmitted through negativeinstance or because no information was carried by negative instances,They concluded that negative instances do have value under the right
.77,,T777,.^7.777v,,
27
conditions, but that subjects have to remedber more when they arelearning a concept through the use of only negative instances; theyhave to remember all the things that the concept is not, instead ofsimply what it is.
It is possible to distinguish between an irrelevant instance anda negative instance. The first, of course, carries no further informa-tion for the stibject and may serve to increase the complexity of theprOblem. The negative instance does have value in learning. In a studyby Buss (7), subjects formed concepts with positive or negativeinstances, or both. In the Hovland and Weiss study (29) over half ofthe subjects gained the concepts when confined to the use of negativeinstances alone. In the Cahill and Hovland study (8), the subjectsalso formed concepts through use of negative instances. This distinc-tion has meaning for the teacher and implies that a concept can beclarified by negative instances if the students have a clear idea ofthe concept with which they are dealing. Irrelevant information,however, does not help clarify the concept, but merely adds to itsunclearness.
Buss (7), conducted an experiment in which he varied the proportionof positive and negative instances and found that the more stimuli ofone kind presented in the learning of the concept, the greater thetendency to categorize that stimuli correctly. Buss referred to thisvariable as reinforcement, a term foreign to a discussion of conceptformation. Since each instance is slightly different, whether positiveor negative, it is not really "reinforcement" of an instance, but theincreased experience with instances which do or do not contain theconcept, which increases the possibility of categorizing it correctly.
Reed (45), varied the camplexity of the stimuli by adding irrelevantand confusing words from the lists the stibject was to conceptualize.He measured the amount of work by the number of promptings needed bythe stibject. The amount of work varied directly with the complexityof the stimuli, and concepts derived from the more complex stimuli werenot retained as well as those learned from the simpler materials. The
categories tended to be unclear and illogical when confusing v-Tds wereadded.
In another experiment, Reed (44) investigated the effect of thelength of the series on the amount of work required. The amount ofwork was relatively less but absolutely greater to master a long seriesand more consistent concepts were formed from a longer series. Concep-tual behavior has its basis in perceptual activity, as is evidenced bythe studies discussed in this section; it is, however, different fromperceptual behavior. This study by Reed shows once more the advantagesof gaining a concept over attempting to memorize perceptions. Thestudies abcme indicate, however, the importance of the perceptualcharacteristics of the materials in concept learning.
'77777,!"
28
Methodological variables
Of the methodological variables, the most important seems to be a
"set" for learning concepts. Subjects instructed as to what a conceptwas and how it would operate in the experiment about to be undertakenlearned and retained concepts better than those who did not receive thisset (43). Thus, time was spent in learning to learn. That this learningto learn process is inherent in the concept formation process itself isindicated by the decreasing relative amount of time for a longer seriesin the Reed study (44).
Another type of set which influences concept formation is that ofa previous concept. In an experiment performed with children (47)those who categorized a series of pictures correctly as "people" tendedto interpret an ambiguous picture as a person, whereas a group which hadbeen using the concept animal perceived it to be an animal. Meaningful-ness of the ambiguous figure was perceived in terms of the conceptpreviously held. The figure that Reese used was shown to be classedas "person" more often by subjects without any set, leading to a lesssignificant difference in this direction than would be expected if theexperiment were repeated with a picture which was truly ambiguous.
Another important factor in concept learning methodology has beenthe means of validating the concept. If the experimenter holds theconcept, then the sUbject must communicate the concept to the experi-menter in some way for him to check its correctness. In some studies,the subject is required to complete a sorting or series before he istold whether he is right or wrong. In other experiments, the sUbjectis able to adjust his hypotheses at each presentation of an instance ashe learns whether he is correct or incorrect with each try. These twomethods have not been compared experimentally. In real life, accordingto Bruner, we feel the necessity for the validation of a concept onlyafter a certain degree of "risk-taking" is involved.(5) We conceptualize,but we do not care whether the categories are adequate until we standto lose something.
In the Gropper study (78), students who responded in a programedlearning sequence and thus received immediate validation or correctionof their concepts made far greater gains when tested than those studentswho received the instances of the concept without being forced torespond and be correct. Programed learning is a highly debatable sUbject,but in this study, continual validation did increase the efficiency ofconcept learning.
The effects of giving more information to the subject after eachinstance than simply "right" or "wrong" were investigated by Sechristand Wallace. (52) After each presentation, the subject was againshown the initial positive focus card containing an example of thecorrect concept. Giving, in addition, either a list of possible remain-ing hypotheses, or a list of all eliminated hypotheses, or removingfram the board all but the positive instances of possible remaininghypotheses failed to produce any reliable difference in the rate of conceptattainment. The latter two conditions resulted in an increased nuMberof redundant wrong guesses.
29
Set for learning concepts and appropriate validation duriro thedevelopment of the concept seems to increase the efficiency' Incept
learning. Other methodological variables are implied in tilt, task
variables discussed previously.
Organismic variables
Organismic variables affecting the concept learning task include
the physiological, cognitive, and affective characteristics of the
individual.
Concept learning ability clearly improves with age. This is a
logical deduction from the definition of concepts as results ofexperiences. However, opinion now ranges fram the idea that it ispossible to teach a child anything in an intellectually honest way if
the idea is simplified enough (4: 12), to the contention that conceptlearning ability is dependent upon maturation (69, 60). Zazlow (74),
found that the ability to think abstractly was associated with age.Most children under eleven years in his study tended to form nairsinstead of the concept of a continuum which was intended. Flizak (77),
investigated concept attainment ability in college undergraduates andolder graduate students and found that the younger students attainedmore meaningful concepts in a shorter time. The nature of the graduatestudents (they were enrolled in summer school courses) leads to thesuspicion that the two groups differed in intelligence as well as age,but this factor was not determined.
There have been no reports of experimentation directed to discov-
ering the level of concept attainment which is attainable duringadolescence. The Runquist study (49), showed a significant increasein ability to learn concepts with increase in grade level, but thisfinding related only to number of concepts learned, not to variationsin levels of concepts. The introspective approach of Piaget will notbe reviewed here because it has little relevance to the problem athand, being merely descriptive of the concepts normally developed atvarious ages, rather than predictive of capacity for conceptualdevelopment. This introspective approach supports the idea that concepts
are developed in a hierarchical fashion; an example of the type of study
done by Piaget is found in a study by Russell (51), in which childrenof different ages were asked, "Is this living?" about various dbjects.Russell found four development stages in the child's concept of living.Wolfe (73) also found increasingly abstract concepts with increasingage using a quantative approach rather than an introspective one.
In several experiments in which attempts were made to developconcepts at early ages, results were inconclusive. Welch (67) foundthat the "concepts" he introduced were more nearly arbitrary associationsin children of pre-school age. Suppes and Ginsberg (60) had-somesuccess in introducing abstract mathematical concepts in a group of
kindergartners and first graders. Zazlow (74) found that most of hissubjects below the age of eleven were unable to gain the concept of hiscontinuum.
30
According to the literature on concept formation, age affectsconcept learning ability in two ways. With increasing years came theincreasing experiences fram which concepts are developed. Sinceconcept learning has a "learning to learn" effect, increasingopportunity for concept formation improves the ability. More important,age brings maturation of the ability to think more abstractly.
The relationship of concept formation and other physiologicalvariables has not been established, nor is any relationship withaffective variables experimentally supported, although experimentationwith other kinds of learning shows these.to be factors. Cbservationwould permit a guess that there is some relationship with conceptlearning as well.
The relationship of concept formation and mental age is a complexone. Intelligence tests are partially composed of items which testcertain concept formation abilities or the possession of certainconcepts. Hoffman (27) proposed a test of intelligence consistingentirely of noverbal concept formation items, which he felt wouldmeasure basic intelligence and eliminate the problem of interpretingtest scores in light of environmental experiences.
Zazlow (74) found that mental age became a more importantdeterminant of concept formation ability than chronological age onlyafter a certain age level (sometimes during adolescence) had beenreached. Mental age was a more important determinant, however, inthose of below normal intelligence (74, 32). Those of sanormalintelligence have not performed as well in concept formation as thoseof average or above IQ (36, 57). Retarded adolescents in two studiesreported by Griffith (17, 18) had to define two-thirds of the wordsin lists in order to arrive at the common abstraction. Normalsubjects in the sane study could operate with fewer "verbal mediators."Iscoe and Giller (32) found that retarded subjects tended todemonstrate "privateness" in conceptualization; they did not use thegenerally accepted concept of a thing but developed their owncategories. The writers suggested that the environment of a retardedchild tends to become increasingly different from that of a normalchild as the retarded child grows older and his disability becomesmore recognizable. They stressed the need for "continual training andstimulation" (32) so that privateness does not develop.
Levy and Cuddy (37) found that the educationally retarded orunderachieving child differed in concept formation ability from othersof normal intelligence. The lack of stimulating experiences is oftenthe cause of educational retardation and has been shown to be a reasonfor the lack of well-developed concepts as well. It is possible thatthe reason for lack of concept formation ability in the educationallyretarded may be the result of lack of experience with the formationand use of an adequate concept system.
31
Differences in cmcept formation ability in subjects within thenormal ranges of mental ability have been Observed by experimenterssuch as Heidbreder (24) who found that lower mental age resulted inslower performance and difficulty in changing the basis of sorting.
Two studies concerned with the relationship between conceptformation ability and cognitive variables other than intelligencetest scores have obtained different results. Baggaley (1) found suchvariables as strength of closure, deductive reasoning, analogicalmastery, inductive reasoning, and speed of closure to be significantlyrelated to increasingly high levels of conccept formation. Lemke (82)found only a slight tendency for cleverness and conceptual foresightto be associated with the efficiency of attaining a concept. Thedifficulty with both of these experiments probably resides in the testsof cognitive abilities used, most of which are not regarded as highlYreliable instruments. It is likely that, as Heidbreder and others .
suggest, the relative importance of conceptual as compared to perceptualfactors in gaining a concept depends upon the characteristics of theconcept or the nature of the instances fram which it can be derived.
Strategy
Klausmeier's fourth category of variables in the concept learningprocess is strategies, which pertain to the means the individual usesto attain the concept.
Hanfmann and Kasanin (19), in developing materials for studyingconcept formation, found that sUbjects differed widely in theirapproaches to the problems. Those who had what the experimenterstermed a "categorical attitude" were far superior to those who did not.Several other experimenters have noted a difference in their subject'smode of concept attainment. Goldstein and Scheerer worked with normalsand mentally impaired subjects; they concluded that abstract andconcrete attitudes were not habits or sets but capacity levels. (16: 3)
An abstract attitude was defined as one which embraced more than thepresent perceptual qualities of a stimulus. Baggaley (1) used allnormal subjects and found two modes of behavior which he termed analyticand non-analytic. Some subjects began immediately to search for aprinciple, while others relied more heavily on amassing a certainamount of perceptual data, hoping the common features would stand out.Heidbreder stated that the more perceptual the conditions of theexperimental task, the easier it was to perform the conceptual task.She proposed that the means an individual uses to attain a concept,whether more largely conceptual or perceptual, depends sometimes onthe individual and in other eases on the characteristics of thesituation. (24)
Bruner, Goodnow, and Austin (5) considered concept formation as aprocess of making a series of decisions. They termed the patterns ofdecision used in the "acquisition, retention, and utilization ofinformation" the strategies of concept attainment. Bruner stated that
32
the objectives of any strategy should include insurance that the conceptwill be attained after a minimum number of encounters with relevantinstances, that a concept will be attained with certainty, regardlessof the number of instances one must test en route to attainment, andthe minimization of the amount of strain on inference and memorycapacity while at the Sane time insuring that a concept will beattained, and the number of wrong categorizations prior to attaininga concept. (5: 54)
It was hypothesized that the "basic processes of categorizationare the same, even though operating under different conditions of
attribute immediacy and under different conditions of life history inthe organism," (5: 10) a conclusion not unlike Heidbreder's cited above.Bruner's study dealt only with concept formation as the categorizingof discriminable attributes, operating in a narrow range of the vertical
dimension of concepts; but Bruner's contention was that concept formationis always a matter of categorizing although under different conditionsand at different levels. The value of the Bruner study is that it isthe first study of the kind to actually analyze behavior during conceptformation.
An everyday example was given by Bruner (5) to show that thedecisions the subject makes during the course of an experiment werecomparable to those used in all categorizing activity. The situationis that of a foreigner who is being introduced to the people of a town.After each meeting, the friend who is introducing him tells him whetheror not the person he has just met is influential. Soon, the foreignerwonders what attributes of a person label him as "influential", so hebegins to note differences that might have an effect, and begins tohypothesize rules for "influential-ness" with which he anticipateshis friend's categorizations in his future meeting of townspeople.These hypotheses are confirmed or eliminated by his friend's statementand are maintained or changed accordingly until the visitor knows whatattributes classify a person de influential in that town. (5: 52)
Bruner investigated several conditions of concept formation whichcan be illustrated with the same example and which have relevance forconcept learning in general. The visitor will adopt a differentstrategy, or pattern of decisions, if he is allowed each tine tochoose the next person he will meet. He is then able to control theattributes which are present in each instance, or meeting, and canchoose the attributes he wishes to test. He has a choice of fourapproaches to the task: He can hold all possible hypotheses in mindand the Objective of each of his choices will be to eliminate as manyof the remaining hypotheses as possfble. This is the most difficultstrategy in terms of cognitive strain. Second, he can test one hypothesisat a time and choose to meet people who provide a direct test of eachhypothesis. This will be a wasteful approach, because each meetingcould provide a test of many more than one hypothesis. Third, thevisitor could find one person who was "influential," discover his
33
attributes, and next choose to meet a person who differed in only one
of these attributes. In this case he learns something from any guess,
right or wrong. Or last, in a modification of the last strategy, the
visitor could choose a person who varied in more than one attributefram the person he already knew to be influential. If he is right, he
learns much more from such a choice than in the more conservativestrategy above. However, if he is wrong, the negative instance yields
uncertain information.
These strategies were experimentally constructed and tested.
Bruner termed them, in order, simultaneous scanning, successive scanning,
conservative focussing, and focus gambling. Conservative focussing was
found to be the most economical in terms of memory requirements and
reduction of risk. Focus gadbling involved taking a greater risk and
was best utilized if there was no time limit, or if the consequences of
any one decision were not important to the saject. In all of these
approaches the visitor or the experimental subject with the opportunity
of selecting instances for testing was using a "selection" strategy.
(5: Ch. 4)
If the visitor, on the other hand, must meet the townspeople in a
sequence which he is not free to change, he then changes to some kind
of "reception" strategy. He forms an hypothesis after one of the first
encounters. This process takes one of two forms. The visitor may use
all the attributes of the first influential person as bis hypothesis,
comparing each successive positive instance with the first, noting each
time which attributes have been eliminated. Or, the visitor may hold
an hypothesis based on only a portion of the attributes of the first
influential person. For some reason, or perhaps for none, he bets that
certain attributes are more relevant than others. When his hypothesis
is not confirmed, he then has to backtrack to test the remainingattributes of the initial positive instance. The latter process
clearly requires more strain on the memory, and, depending upon thescope of one's partial hypothesis one may never encounter an instance
of it for testing. Using this part-scanning strategy, as it is called
by Bruner, forces the visitor to be constantly alert to all attributes
of all instances for he never knows when he will have to revert back
to them for needed information. Bruner found that his subjects
showed a preference for the "wholist" strategy, and that a greaterpercentage of prdblems was solved by this means. The partist strategy
can be used until the prdblembecames complicated by an increased
nudber of attributes, time pressures, or other strain-increasingfactorsj whereupon the sUbject finds it more and more difficult to
follow the rules of the strategy. (5)
The time factor is a confusing one. Harris, in a later study (79)
pointed out that subjects differed in the rate at which they processed
information. One subject might spend much time using the smallest
possibl., number of instances; another might make use of many moreinstancez than necessary but achieve the concept in the same or smaller
amount of time.
34
Wiersma (86) referred to a strategy as a learning to learnprocedure. He described a strategy as a "cognitive control within theorganism which determines the selection, recall, and utilization ofinformation in attaining concepts." (86: 11) He was dble to reproducein his subjects variants of conservative and gambling strategies whichcorresponded to those that Bruner had previously identified. Klausmeier(80) investigated the relationship of strategy and efficiency ofgaining concepts. Gambling strategy in which the first hypothesis wascorrect, of course, proved most efficient; the conservative strategywas next in efficiency. This held true across age differences anddifferences in the type of stimulus in which the concept was embedded.The experimenter eliminated the possibility of the subject using ascanning strategy by providing a focus card and explaining that it wasa positive instance of the concept.
The analysis of the concept learning process in terms of strategiesis a useful one. It has not yet been extended to app1y to hierarchicalcategorization in an experimental situation. It is likely that thestrategies of gaining vertical concepts will vary fram those alreadyidentified, as strategies of selection and reception have been shownto vary. The study of strategies of concept formation has simplifiedthe confusing role of memory in the analysis of concept learning. Inthis analysis, only one perception is dealt with at a time, whether thesuccession of these perceptions is immediate or separated by periodsof time. The strategy used determines the extent to which memory isnecessary in the gradual evolution of the concept. It is possfble toreduce the need for memory by the appropriate strategy.
Klausmeier suggested that children in school could learnthese strategies. (80) No experiments have yet tested this proposal,but it seems that means of approaching prdblems efficiently could betaught. Piaget's proposition that adolescence marks the beginning oflogical operations in concept formation (62: 100) indicated thatadolescence is a critical time in the acquisition of adequate conceptsand the development of conceptual abilities.
In this section, the task, methodological, organismic, andstrategy variables in concept learning have been discussed by meansof a review of the experimental literature on concept learning. It
is possible to conclude tentatively that, given a normal range ofsubjects' intelligence and childhood, the extent and efficiency ofconcept formation can be affected by the manipulation of the taskvariable, the materials and experiences with which the subjects areconfronted. The task affects the strategies which can be mostefficiently utilized in learning the concept as well.
35
In the following section, the use that several subject matterfields other than home economics have made of the concept approachin improving high school curriculums will be surveyed. These changeswere originated and have occurred with the continual goal ofincreased student learning and understanding. It is possible todiscover elements of these programs which concur with experimentalfindings about the process of concept attainment and with the logicallyderived explanations of concepts and concept systems.
CHAPTER IV
GENERAL USE OF THE CONCEPT APPROACH
Changes in high school science curriculums are largely the result
of a Course Content Improvement program of the National Science
Foundation. "Support is granted to first rate scientists and teachers,
working together to do research and development on course content."
(48: 2) The Course Content Improvement program was not ostensibly a
plan for the concept apprcach to the curriculum. Yet, in the means
that were taken to improve the curriculum, the result was a concept
approach in the broad and fruitful sense of the word. The financial
support of the National Science Foundation has made possible not only
an analysis of course content, but also the development of books and
teaching aids that provide integrated experiences from whichscientific concepts can be formed.
Study committees were formed in biology, chemistry, physics,
and mathematics. A review of the accomplishments in each of these
areas by individuals who were involved in the work can be found in
The School Review, Spring, 1962, which is the source of the following
discussion of these committees' work.
The Biological Sciences Curriculum Study Committee agreed on
several points of departure for their study. Xnowledge in the biological
sciences doubles every ten to fifteen years, making it impossible to
cover all the significant aspects of the subject matter, and leading
to a failure to teach up-to-date biology. (15: 17) Another difficulty
they saw was that of the tendency to teach biology "as essentially a
body of information established as true, together with concepts and
laws of nature assumed to be unchangeable, irrevocable, and prescriptive."
(15: 18) The goal of the new course would be to "thread the great
biological themes and concepts through the entire fabric of whatever
materials might be prepared for students to use." (15: 17) During
the summer of 1960, scientists, teachers, and writers gathered for
seven weeks and wrote three versions of the course material, each
attempting to use a different organizing concept. In the fall of 1960,
the courses were taught by teachers who had been briefly introduced to
them as soon as the materials developed during the summer were published.
Staff members of the Curriculum Committee visited classrooms to Obtain
information about the programs. Evaluation of the programs in thesummer of 1961 revealed that the goals had not been met; the "great
themes" had not been central; in fact, it was felt that there was stillover-emphasis on facts.
During the summer of 1961, the materials were revised, with
particular attention to improving organization and focusing on the "great
themes." The laboratories had been intended fram the beginning to get
36
37
away from "sheer cookbookery, a ritual of recipes." (15: 29) There
was great response at once to this approach in which the laboratory wasa period of discovery rather than an illustration (15: 29). This
approach was also intended to promote the attainment of a concept ofthe scientific process. The laboratory materials lead the studentsinto conceptual processes, by helping them make accurate Observationsand ask the right questions about what they were doing. The aim ofthe approach is "to lead the student to understand scientific methodsof investigation" (15: 31) as well as to relate his knowledge to thengreat themes." (15)
The Chemical Bond Approach Project hopes to produce a course that"will reveal the importance of theory and experiment," (59: 44) theunderlying conceptual structure of the subject matter. The nature ofthe subject calls for the conception and use of many classifications.These classifications, in turn, are the basis of the theories.Materials were developed which are intended to provide both verbaland visual experiences with the concept of chemical bonds, the unifyingapproach of the whole course plan. (59)
Another approach to curriculum study on chemistry, the ChemicalEducation Material Study, was undertaken with a similar emphasis onlaboratory experience. The programs of laboratory work provide thatthe student will spend the first few weeks of the course in thelaboratory making observations of scientific phenamena that will bedealt with later. This is termed the "overview" period. The studentis guided by the teacher and by the manual in abstracting from theseexperiences, but the process requires the active participation of thestudent, and no rules, classifications, or formulas are given. These
the student derives fran his experiences, which are designed andorganized to point the student toward the formation of the conceptsthat are basic to an understanding of chemistry and provide a frameworkfor the rest of the course by means of the expansion of these concepts.(59: 57) As a result of the overview preceding the course itself, thestudent "has a comprehension of how (concepts) fit together even beforeeach one is developed in detail. He has also developed a desire tounderstand general concepts in more detail, since he has seen that theydo indeed fit together and give a coherent over-all picture." (59: 58)
Later in the course, the textbook and laboratory materials encouragethe student to use the concepts he has gained in new situations. "He
is encouraged to perform experiments and to interpret them in terms ofthe concepts he has learned." (59: 59) He is led from simple situationsto more difficult ones and sees that the fundamental principles arethe same. Films are being developed by the CHEM Study "to enable theteacher in the classroom to illustrate experiments and concepts thatwould be difficult to illustrate in any other way." (58: 61) The filmsare planned to be included at a specific point in the course in orderto contribute most efficiently to the concept development. (58)
38
The Physical Science Study Committee was the first of the jointefforts of university and secondary school teachers working in such anorganized way to improve the secondary school curriculum. As in thebiology and chemistry programs, the major contribution of the committeewas the introduction of teaching materials that would result in a physicscourse which would be concerned with the development of the ideas that
are central to our understanding of the physical world. The result was a
course dealing with physics as an explanatory system, asystem that extends from the domain inside the atom tothe distant galaxies. The course tells a unified storY,one in which the successive topics are chosen anddeveloped to lead toward an atomic picture of matter...The student should see physics as an unfinished andcontinuing activity...This deeper development meantcarrying key concepts to higher levels than have beenordinarily reached in secondary school courses...Thestudent is expected to be an active participant in thiscourse. (13: 65)
The emphasis on the technological aspects of physics has decreased in
favor of dealing with the ideas, or concepts, which provide a framework
for further learning "... the emphasis in the course on experiment andexperimental style is meant to foster insight into the role ofexperiment in the generation and refinement of physical ideas." (13: 67)
In addition to textbooks and laboratory materials, the teachers ofthe PSSC course can also make use of a lengthy series of paperbackbooks and two batteries of achievement tests which have been preparedfor the course.
PSSC students take a separate college board examination in Physics
because their course has been so different from the conventional physics
course. In college, PSSC students do as well and better in somerespects, such as "grades...flexibility of thought, and procedures..."
(13: 79) because of the kind of thinking students in the newcurriculum have been prompted to do. (13)
In mathematics, National Science Foundation support has madepossible the same kind of study and production of materials for achanged curriculum as in the sciences. The reason for the need ofcurriculum changes are much the same as in the other sciences: "...
mathematics is constantly being reformulated: its language and itsconceptual apparatus change faster and faster as time goes on; someideas and methods lapse into relative insignificance, while others moveinto central roles." (41: 84)
This committee also saw the necessity of incorporating the newcourse into a textbook; the available ones did not serve the purpose.
Noise, who reported on the new program in The School Review, pointed out
that, "It is well known that almost any course works if it is taught by
its inventors...It is...doUbtful whether the feasibility of a really new
program can be judged until books have been written for it." (41: 87)
39
There are several different groups wurking on mathematics curriculums.One of them takes the position that "mathematical knowledge need notalways be verbalized at all and that at some stages the student learnsbetter if he is not asked either to produce or to read verbalizations.The other group disagrees and insists that "the ability to verbalizemust be, at some point, an objective in itself. The alternative ismathematical illiteracy." (41: 93) The difference has not been resolved;both groups have programs now in effect and each has its advantages anddisadvantages.
The groups considered the effect of intelligence in the abilityto respond to the new courses:
The new books try very hard to convey mathematical concepts.From this it should not be inferred that they are addressedsolely to the superior student It is the mediocre studentswho need the most help in grasping concepts: the brilliantstudents are more likely to figure things out for themselves.(41: 100)
This committee is also concerned with mathematics education inthe elementary schools. "One of the great successes of the curriculumwork on mathematics sponsored by private foundations as well as theNational Science Foundation has been the demonstration that rathersophisticated mathematical concepts can be written in a way that isintelligible, understandable, and useful at different stages ofmathematical development." (40: 105) For example, the introduction inelementary terms of the set theory has been the unifying principle fromthe fourth grade on, and forms a basis for easy transition from numbercomputation. The National Science Foundation has made this researchpossible; courses have been planned and tested under experimentalconditions and the experimenters have been able to introduce conceptssuccessfully at age levels much younger than had been thought possible.(40: 109)
These new courses in mathematics and the sciences reject the ideathat learning is the memorization of facts. Francis Chase, Proponentof the new curriculum summarized the value of the new approach:
In the proposed organizations of the curriculum, all pretenseof covering the field of knowledge is abandoned, and relianceis placed instead of apprehension of a system of basicconcepts and their logical consequences. These conceptsserve not only as a structure for holding related bits ofknowledge, but also as perspectives through which to viewphenamena--perspectives moreover that are recognized aspartial and temporary in nature and, therefore, to besupplemented and/or replaced in time by other perspectivesthe new curriculum theory emphasizes the acquisition ofconcepts that enable the learner to perceive in familiar andsUbsequently to-be-encountered phenomena, relationships thatwould otherwise be obscure. (9: 134)
Jerome Bruner, in his book, The Process of Education (4) discussedthe importance of the work that has been accomplished by these studygroups. His major point throughout the book is that the process ofeducation is the learning of structure--"To learn structure, in short,is to learn how things are related." (4: 7) Once grasped, the structuringof experiences helps a student recognize "variant on a familiar theme."(4: 8)
Bruner made another interesting point..."It may well be that thestyle of thought of a particular discipline is necessary for a backgroundfor learning the working meaning of general concepts." (4: 28) Thisrelates to the theories of strategy in concept attainment, which hypo-thesize that the strategy employed depends upon the type of concept, thecontext, and the consequences of the conceptualization. If the experiencesleading to concept attainment are guided, or the strategy prescribed,(if this is possible) then the "style of thought" should reveal itselfin the organization of the experiences and the information the studentis expected to gain.
Understanding the fundamental structure (or concept organization)of a subject reduces the gap between elementary and advanced knowledge.(4: 28) It will no longer be necessary for the college freshman tounlearn misconceptions allowed to exist in the old curriculum, becausethere was less direct attention to this and because classroomexperiences were not devised to reveal and eliminate misconceptions,or because certain misconceptions were overlooked in the attempts tofl
cover everything."
The concept approach has been proposed for other fields of studyfor much the same reasons as it has been used in the sciences andmathematics. The social studies field is a good example. It also hasseen a vast increase in the amount of information that should be taught.Platt (42) wrote that "...much has been said lately about the possibilityof orienting a social studies program toward a concept developmentapproach." (42: 21) He pointed out that the most dbvious addition ofmaterial to be taught is the result of the emergence of Asia and Africa;in view of the fact that there is no extra time in the school year,there has been a tendency to water down material to cover all of it.Platt stated:
An adoption of a concept-developmental approach tosocial studies is an attempt to include the emergingareas and the more modern researdh data by cuttitg throughthe accustomed sUbject matter presentation and stressingthe importance of a limited water of concepts whichtranscend the increasing number of specialties within thesocial sciences. (42: 21)
No steps have yet been taken in the social studies to compare withthe comprehensive changes that have taken place in mathematics andscience curriculums. One Obvious reason is that the sciences have hada source of financial support in the National Science Foundation. With-out such supportlwork in other areas, including home economics, will,of necessity, proceed more slowly.
CHAPTER V
USE OF THE CONCEPT APPROACH IN HOME ECONOMICS
It is desirable, after all of the preceeding discussion, to putthe "concept approach to curriculum" in perspective before continuing.A brief summary of the sources of a curriculum was given by Telfer, whosaid that curriculum must be an outgrowth of the philosophy ofeducation that is prevalent, an outgrowth of the studies on contemporarysociety, an outgrowth of studies about children and the process oflearning, and it must be derived, too, from the suggestions of sUbjectmatter specialists. (61) No attempt will be made to discuss all ofthese forces, but it is important to recognize that a curriculum ismore than a guide to the processes and products of learning.
It is this writer's conclusion that suggestions and materials forimplementing the curriculum should be an integral part of a curriculumthat is organized around concepts. Identification of these basicconcepts of fields by those who are specialists in these fields iscertainly an important first step in making a curriculum of this type.But, as has been seen, the curriculum study groups in the sciences,which were of approximately the same composition (teachers and experts)
as the curriculum groups in home economics, began immediately to "organize
concepts into appropriate learning units." (35: 182) Almost as soon,they realized that the ultimate success of any curriculum work wouldrest in the experiences teachers provided their students and theeffectiveness of the materials they used. These groups felt that theonly way to assure success for their program was to write textbooksand supplementary books, provide lab manuals and teacher's manuals,and make available special equipment and visuals, which helped theteachers communicate the concepts and gave the students experienceswhich embodied the desired concepts and led to their development.
It seems that an approach of this kind is both desirable andnecessary in home economics. The situation is much the same as thatin the sciences. First, the limits of the field are expanding and, atthe same time, the amount of information in all areas of homeeconomics is increasing at a rapid rate. Brownell and Hendersonstated:
42
No one knows how many concepts are taught in-the school.
Their total is, however, very large, indeed...the nudber
of concepts to be taught must be reduced through elimination
of the less essential ones, in order to assure sound
learning in the case of the concepts that are retained
(moreover), many as are the concepts taught in the class-
room, far greater is the nuMber acquired with or without
instruction in life outside the school. (3: 105)
?
Other wrj.ters,.. as well, feel that the number of concepts (they are
referring primarily to nominal and class concepts) taught should be
reduced even though the potential nuMber of concepts to be learned in
a field increases, In the sciences and in home economics, the concepts
are undergoing change as well as increasing in nuMberl All these
factors point to the organization of curriculum around broad concepts,
which both "condense" the subject matter more efficiently and serve as
a framework for the incorporation of changing ideas.
EVen if the teacher's time were not to remain limited, it is
probable that in many schools the abilities of the students who elect
home economics will, in general, remain so. Figures in a number of
schools surveyed by Conant (10) show that to high school home economics
come many students who cannot profit from the academic or commercial
courses their schools offer. (10: 121-130) In this, of course, the
science curriculum differs from that of home economics. In the sciences,
curriculum makers are concerned with articulation between high school
and ccalege level courses. In home economics, the aim is to provide
students with concepts that are useful to them presently as individuals,
family members, future homemakers, and probably, working mothers.
Kirk and Johnson, in Educating the Retarded Child (34) said that
Much work in the technical aspects of music goesbeyond the abstract abilities of mentally handicapped
pupils. This is also true of home economics, where
teachers are accustomed to devoting many periods to the
scientific aspects of food composition, the use of fabrics,
and the theories of home decoration and management. (34: 204)
What Kirk and Johnson said probably has some basis in fact; however, as
has been previously pointed out, it is the less able students who most
need training in perceiving features and relationships and in organi-
zing their experiences meaningfully. The more intelligent students can.
if need be, do this more or less spontaneously.
i1 The researdh on concept formation has indicated that the concept
approach to teaching can help students learn to learn. No research
has yet shbwn that it is impossible to improve in conceptual ability
with training and practice. The processes involved in concept
formation have been shown to improve with practice. It is certainly
worth the work of providing organized experiences and clarifying_ ,
meanings at every step, in the attempt to tmprove conceptual ability
an4 give students a framework with which to approach life's many similar,
but different, experiences. Use of the concept approach, then, seems
to have implications for upgrading the curriculum, even in the case of
the slow student.
If the goal of the curriculum is the communication of the structure
of the subject matter to the students, especially prepared curriculum
materials will keep this structure before the students in all their
classroam experiences. Students, especially slow ones, must sense the
organization of the subject matter if they are to acquire the concepts
with which it is organized. This is difficult for the teacher to
arrange with such disorganized materials as are now available.
Providing teaching materials as an integral part of the curriculum
is an expensive undertaking, and one which was made possible in the
sciences by a Ford Foundation Grant. Its importance is demonstrated
by the fact that at present, a major concern of the New York State
Curriculum Revision committee is that there are no apPropriate textbooks
available for the new curriculum they are developing. k75)
Added to the problem is the fact that supplementary material in
home economics has, for the most part, been provided by many commercial
concerns whose products are used in homes. In areas of home economics
which do not involve the use of commercial products to any great
extent (child care and development, family relations, home nursing, and
certain aspects of housing), supplementary materials are very hard to
find. Where leaflets, films, and other visuals are prepared by various
companies, all with different points of view, all trying in varying
degrees to sell a product, learning with the use of these must be
reduced to factual learning. The use of these is not to be completely
ruled out, as these are real-life materials and students should be
able to judge and use them. However, the materials used in learning
concepts should emphasize the broad concepts being used to organize
the course, if they are to contribute to the efficiency with which
these concepts are to be learned.
The strategies of concept formation depend upon instances of the
concept that differ from one another in ways that class them as an
example or non-example of the concept. Developing real-life concepts
likewise requires series of experiences that are both similar and
different. A concept, by definition, cannot be acquired through one
experience with something that is a "positive instance" of it. To
provide a series of varied experiences in the home economics classroom,
same may be direct, but some must of necessity (scarcity of time and
facilities,, and the nature of the situation) be vicarious.
Direct laboratory experiences which are built up in a logical
sequence designed to promote concept learning could be developed as
part of the curriculum and made available for students in a modified
version of a science laboratory manual. This would have the advantage
44
of keeping the students continually aware of what they are learning fromthe situation. It would also tend to result in an organized approachin the laboratory.
Only national cooperation in building high school home economicscurriculums would make possible the development of correlated textbooks,pamphlets, films, filmstrips, tapes, demonstration equipment and otherillustrative material for providing more indirect, or vicariousexperiences for the students. In order to teach for conceptual learning,more and somewhat different types of teaching materials are needed.
For example, it is difficult for the teacher to accumulate enoughvisual examples to enable students to gain a concept by a sortingprocedure, common to that used in experiments, where the studentsactively discriminate between a series of illustrations and developtheir own categories. The example that comes to mind out of personalexperience has to do with housing styles. It was difficult to collectenough pictures of houses of the various periods of American domesticarchitecture so that the students could sort them according to theirperceptions of the common characteristics before being "given" thecharacteristics by the teacher. This type of material, examples ofcategories of this sort that the students are expected to learn, couldbe collected, reproduced, and made available to teachers for use withthe curriculum.
, )
A teaching method that might be exploited in concept learning' is programed learning. The evidence that concepts are evolved in
small steps, and are more efficiently learned when there is activebehavior on the part of the learner, and when there is opportunityfor validation of the evolving concept, seems to indicate almostunquestionably the use to which programed material could be put.Instead of requiring simply a conditioned response as many do now, aprogram intended to convey a concept would use each frame as an instance,require the student to perceive the relevant elements of the instance,and use the information to adjust an hypothesis (in the case of --acquiring a concept) or clarify a concept (in the case of a conceptalready held). Misconceptions, when revealed, would call for abranching technique in the program to correct the concept. Progranm
could be used by a whole class, or by individual students whose needsor abilities call for a more complete concept, or when misconceptionsoccur in individual students.
Programs could be used in conjunction with demonstrations orlaboratory projects, to insure that the students' concept formationproceeds in small steps. "Strategies" of concept attainment couldeasily be built into programs, because the author of the programcontrols the questions that are asked and then corrects the decisionsthat are made. Logically, this seems to be an appropriate use ofprograms for learning to learn as well as for development of theconcepts included in the curriculum. It is obvious that without newmethods and materials, a new curriculum will mean nothing more than
45
rearranging the sequence of experiences which have already been used bythe teacher, perhaps eliminating, adding, or changing emphasis oncertain portions of information to be "covered." Materials of thesort described are necessary for the communication of the curriculumto the teachers, as well as to the students. It is observable that anew course may be extremely successful with the teacher who originatedit, while the same course can flop miserably in the hands of anotherteacher. There must be more available to the second teacher than aprinted outline of the organization of the course. If the first passesalong most of the materials that were used and suggestions for theiruse, it is much more likely that the printed Objectives will be met.The second teacher can, of course, make changes, but these, too, aregiven direction by what has been made available.
The funds available to the science curriculum group also madepossible a year of experimentation with their new materials in class-rooms across the country, resulting in revision of portions of thecourse outline or materials which were not effective. This is essential.
Presently, with such emphasis in educational circles on evaluation, itis unthinkable that a curriculum be revised and put into effect withouta full attempt to compare the development of concepts with that underthe previous curriculum.
1. The "Conceptual Mode" of Teaching
In the experiments in concept learning that were previouslydescribed in detail, several points of procedure are of note: Theexperimenter never "gave" the concept outright; he provided thematerials and experiences for the subject to discover the concept; theexperimenter was always in possession of the complete, correct concept,and was in a position to guide and validate the behavior of thesUbjects; the concepts always evolved from a series of small steps;in the cases (Bruner's "focus gambling") where the subject attemptedto skip some of the steps in evolving the concept, the possibilitiesof an incorrect decision resulting in much backtracking increased; inthe later experiments, the instructions to the subjects have been moreexplicit as to what was expected of them and how they were to go abouttheir task; the experimenter checked their understanding of this beforeproceeding.
This procedure is one of carefully controlling the elements ofthe situation, the instructions to the sUbjects, and the nature of thematerial presented in the "instances," but leaving the individual freeto make his own decisions, subject to validation, in arriving at hisconclusion.
One may draw, from the material on concept formation reviewed inthis paper, at least the following implications for teaching:
Limit the number of concepts to be taught; the process of forming anddeveloping a concept is a complex one.
Do not expect the important concepts, once selected, to be acquiredin their entirety in the early stages of learning. (3: 113) Mhny
experiences with the concept, in varied contexts, and graduallyincreasing in complexity are needed to increase its meaningfulness
to the student.
"Ctganize concepts into appropriate learning units." (35: 182)
Appropriateness is determined by the extent to which the organiza-tion of learning units approximates the structure of the subject-
matter.
"Teaching concepts may be regarded as the guidance of reorganization."(3: 113) The structure of the course should be dbvious andcoherent to the student; Bruner said: "To learn structure is to
learn how things are related." (4: 7)
Concepts are not given, to the students as information is given, orII
covered." The teacher, however, can, and should give a set for
learning concepts.
Consider the characteristics of the students, especially their previousexperience with the concept.
Perception should be trained, because it is the basis of correct concepts.
The student should be continaully asked, "What do you see in
this situation?"
Abstraction, as well, should be trained, by requiring the student toanswer such questions as, "What do you see in this situation that
is common to, or distinguishes it from, another similar one?"
Generalization is used in answering, "From what you already know about
this, what do you think will happen in this new situation withwhich you have been presented?"
Help students form accuxate denotative meanings by improving discrim-ination and by giving "concise, clear meanings." Make students
aware of the influence of connotative and intentional meanings.
In the experiments in concept learning, efficiency depended upon usingall the information available in an instance. This can apply in
the classroom, too, and the teacher should take steps to insurethat students are learning all they can from each classroomexperience. Instilling an attitude favoring this kind of economyin the students is advantageous to them in their everyday life.
47
Guard against experiences which are educationally useless because noattempt is made at concept formation, or which are irrelevant interms of the concept. Confusion or misconceptions may result.
Use negative instances carefully, to increase the clarity or meaningful-ness of a concept, the boundaries of which are already known by
the students.
Attempt to rid concepts of any disjunctive aspects, if possible.
Aim at the elimination of verbalisms, which are memorized without beingmeaningful. (71: 220)
The teacher must herself have well developed, accurate concepts inorder to communicate them and provide experiences for learning.
Experiences with a concept can be direct or vicarious; the former ismore efficient in learning, if the nature of the concept and other
conditions allow it.
Use materials which eMbody and emphasize the concept to be taught, andwhich promote abstraction and generalization.
Allow for the manipulation of materials if possible. Concrete
experiences aid concept formation.
"Provide for active, searching behavior," (35: 182) somewhat comparableto Bruner's "selection strategy."
"Provide for applications of the concept," (35: 182) in novel situations.
Provide frequent opportunities for students to validate concepts intheir course of development.
When misconceptions occur, they "imply incomplete and distortedlearning." (3: 115) Clearing up a misconception can be anopportunity for constructive teaching. As with the use ofnegative examples, it is important to know what the concept isnot, as well as what it is. Don't attempt to save time by givingthe right answer.
Attempt to build concepts in the dimensions discussed previously.Proceed in small steps from simple to complex, concrete to abstract,and vague to meaningful. Develop concepts in both the verticaland horizontal dimensions and aim at correct extensional andintensional meanings.
Emphasize the importance of using concepts developed in schoolexperiences as a means of organizing experiences in the home andelsewhere.
The nature of a concept is that it is always undergoing change. The
conceptual approach is especially relevant in learning to dealwith a continual4 changing world.
48
Students should learn that many concepts are by nature flexible. This
is necessary to avoid the danger of thinking of concepts asprecise definitions or rules and might be accomplished by posing
situations in class which require flexible thinking.
"Aid the learner to evaluate the adequacy of his concepts," (35: 182)
to "explain and critically evaluate (his) own concepts and the
process through which they developed." (6: 162)
2. Implementation of a Concept Curriculum
The first steps in using the concept approach, identifying basic
concepts, and organizing them into appropriate learning units, has been
the work accomplished thus far by the committee that is revising the
New York State Home Economics curriculum. Following is the basic
structure and time allotment of a course proposed for the early high
school years (probably tenth grade) by the New York State Curriculum
revision committee:
I. The role of Management in personal and family life
4 week A. The concept of managementassumptionsoutcomes
4 week B. Management as influenced by individual and familyvalues and goals
i week C. Resources for Management
week D. Parts of Management
II. Application of Management to some concerns of family living
3 weeks A. Management in the maintenance of the home and its
furnishings
3 weeks B. Management of space for storage in the home
9 weeks C. Management in feeding the family
9 weeks D. Management during family illness and accident
9 weeks E. Management in personal dress for work and travel (82)
This outline, somewhat expanded, is accompanied by a series of
behavioral goals for each area above, and a detailed outline of content.
A study of the process of concept learning indicates one major changethat might be made in this plan. Management, as the curriculum makers
49
hope it will be understood, is an abstract idea. It is an ideal
organizing concept for a home economics course because implicit in
it is a means of coping with change and meeting new situations. The
job of eliminating material to make a comprehensive, yet manageable
course of study in the face of rapid expansion of the field, is
facilitated by using management as the organizing concept. If, for
example, a concept such as "organization" is acquired by the student,
then much factual material about how to approach a whole range of
specific situations is unnecessary.
If one is going to proceed from the simple to the complex in
concept learning as experiments have shown is most efficient, then
the above curriculum might begin with the concrete experiences with
"management" that are scheduled after a discussion of the "idea" of
management in the New York State curriculum. Rather than beginning
to build the concept of management by verbalizing it, the student
would better profit from this more concrete approach. This writer
proposes an "overview" period, like that used in several of the
science curriculums, in which the first weeks were spent giving a
broad view of the course concepts by means of relatively simple,
concrete experiences. After this overview period, which establishes
a framework for the remainder of the course, various aspects and
applications of the concepts are explored in depth.
The concept, "management" can be seen as having a structure
which itself ranges in the dimensions of concept formation discussed
previously.
50
Organization
more simple, in: foods in: school of: tine
concrete clothing home energyhousing work other
resources
Decision making
more inclusive
Istrategies:
usein: foods
ng
in: selection concerning:
information clothi time
Vertical gathering housing care money
development predicting other
1evaluating
consequences resources
testing
(Standards
implicit relation to immediate situation
in source
organization (Goals changing nature
and individualdecision- familymaking (Values
Nanagement influenced by individual and family valuesresources responsibilitiesparts of management practice
Horizontal development
It must be remembered that the concept of management in personaland family living is probably a new label for a something already inthe experience of most students, although to a limited extent. It is
the aim of the new course under discussion to make "management" anorganizing concept.
This can be communicated to the student, as it has been in biology,in the form of a question. Two questions, in fact, should be asked bythe student in every learning experience: "What can I learn about thisthat will help me to manage it better?" and, "How can better managementof this contribute to a more satisfying personal and family life?"These are questions that the student can learn to use outside of schoolas well.
As important as building this "hierarchical" concept of managementfrom experience in three appropriate sUbject matter areas, is increasing
the ability to use nominal, or class concepts that are the tools of
subject matter. Verbal symbols are often confounded by at least doubleand triple meanings and ability to perceive the requirements of the
context is necessary for their correct use. In classes where studentsare frequently of below-average IQ, it is even more essential that these
meanings be clear and concise. A student instructed to "fold" the beaten
egg whites into the batter may be at a complete loss, if she only knows
about placing the center front on the "fold" from her clothing course.A list of overlapping terminology in the various areas of home economics
would be very long. An occasional vocabulary check-up would serve toinform the teacher whether or not she and her students were talking about
the same thing. This role of correct concepts in communication has, of
course, been emphasized.
A similar prdblem exists for a class concept such as "protein",
which, although it is consistent from one context to another, does not
appear to be so, as is illustrated in the following diagram:
Protein
Essential nutrient Chemical in Foods in Body in abrics
Complete Substance eggs hair wool
Incomplete milk finger- silk
Use in Body meat nails
Requirements grains
For still other concepts, the prdblem is one of adding to an every-day
meaning of the word. The common sense meaning may tend to stick. For
example, if the student's common sense concept of "value", as the price
or worth of something is maintained despite the teacher's efforts, in a
discussion of family values, the student will certainly get a distorted
concept of family values.
3. Implementation of the "Overview" Period
"Organization" is the portion of the concept of management whichcan be most easily conveyed in simple and concrete experiences."Organization" is an abstraction; it is an idea with which we classifythat which exists apart from the situations which we are classifying.
However, the "clues" which we use to determine whether "organization"
is or is not present in a situation can be largely perceptual.
The teacher might use the following approach, which requires per-
ception, abstraction, and generalization of the students, guided by the
teacher.
52
Negative instances are employed to make the concept more meaningful.
The concept is used in several contexts,and experiences are included
for the application of the concept by the student. The experiences
are listed in approximation of daily plans.
1. The teacher demonstrates making biscuits, or some other simple
product which all the students have made before, perhaps in
junior high school classes. The demonstration includes getting
all needed equipment and supplies together and all but actually
washing the dishes and cleaning up. The teacher is "well-
organized", and makes certain that the demonstration illustrates
this by using a list of points prepared by the curriculum group.*
The students are given instructions to watch the demonstration
closely and to list all the things the teacher did to make her
work easier, faster, and better. This list is to be as long
as possible.After the demonstration, students compare their lists with one
the teacher has.* The students will realize that there were
many points they did not notice.
2. Using the list of all those things the teacher did in organizing
her work, the students group the points which seem most
similar, thus arriving at some principles. Compare these with
the principles given in the text. * (The two lists of principles
should be somewhat dissimilar, or the students will only feel
that they are being manipulated into a prescribed "discovery".
Also, this approach is intended to increase flexibility of
thinking. The somewhat dissimilar lists should be compared
for what they have in common, and approximations in wordings
and ideas should be accepted as such.)
3. The teacher demonstrates salad-making. She announces that she
is going to exhibit a lack of organization in making these
salads. Students are to watch closely, and, as before, make
a list, this time of all the things the teacher did which made
her work more difficult and confused. The students again
compare their observations with a list the teacher has used in
planning her demonstration. Students decide by discussion
which principles are violated by each point. Then, they might
compare the two demonstrations using the question, "Why is
good organization important to a person, and to a family?"
4. Compare the types of equipment and supplies used in the twodamonstrations. Where, in relation to each other, were theystored? Students learn that planning is essential to goodorganization. They work in groups and plan the organizationof a laboratory period, as guided by a laboratory manual.*The experiment will be a simple recipe. There are certain to
be many questions, about how to organize, perhaps, but aboutspecific skills needed as well. The teacher can then act uponthe students' expressed needs and use the following day in areview of fundamental kitchen skills.
* An asterisk will indicate material that could be made available as
part of the curriculum.
53
5. Students add to their concept of organization the idea thatskills are essential in good organization. Students who thinkthey are skillful can be called upon to give short demonstra-tions of measuring, reading a recipe, sifting, using equipment,etc. In this way, the teacher can check and correct errors.A review of safety rules is essential, too, before the studentsare allowed to cook. Etphasis should be on the idea that goodorganization reduces the chance for accidents.
6. One half of the students in each group make cookies. The others
Observe, using a list of questions in the lab manual which askfor evaluation of partners' work in terms of plans, suggestionsfor better organization, reasons why good organization isimportant in the school laboratory, and which introduce theidea of storage at the place of first use.
7. Students discuss the previous day's laboratory, using theobservers' notes. They learn how evaluation is helpful inimproving organization by evaluating the dishwashing and clean-up in the laboratory period the day before, and answering aquestion such as, "How could better organization in dishwashinghave saved time and tempers?"
8. Students plan a routine for clean-up, guided by a sheet whichasks questions which help them apply the principles set forth(1earlier and which introduces the idea of having standards bywhich to judge organization.* They learn that better organiza-tion is achieved by reducing to a routine those tasks whichare repetitive. They also develop the idea that "storage atthe place of first use favors food preparation jobs over clean-up jobs. Preparation is more complicated and attention-demand-ing than clean-up and is less routine." (87: 5)
9. Kitchens can be well-organized, too. The class makes a liston the board of all the activities that normally go on in akitchen. The list will probably include both very specificactivities such as "making cookies", and more general phrases;"baking" or "dishwashing". Students group the activitieswhich seem to take place in the same areas in a kitchen.Discuss the arrangement of the kitchen "centers" which resultfrom the grouping and relate the idea of storage at the placeof first use. Apply at seh001,home, commercial establishment.
10. Students visit the school cafeteria, then evaluate thearrangement in terms of organization.
514.
U. Use film of women working in kitchens with varying degrees of
efficiency.* Students decide in which cases this is the
inefficiency of the worker, or the work area, or lack of some
other. "resources". Students answer, "How do you decide whether
a task is performed in an organized way or not?" The film
adds the idea that as well as being stored at the place of
first use, objects should be stored at various degrees of arm
reach, depending on the nature of the object and the frequency
of its use.
12. Sbudents discuss, "Is there any thing you have learned about
organization that applies to the way in which you get off to
school in the morning?" "Why is this important to you and
your family?" "How could you make an easier, faster and
better job of it?" Storage of clothing can be organized in
the same way as storage of kitchen equipment and supplies.
13. Students use textbook which offers many diagrams, sketches,
charts, etc., as examples of the use of the concept "organiza-
tion" in foods, clothing and housing.* The students are asked
to solve same problems using the principles of organization
they have worked previously.
14. Students begin collecting "short-cuts," "time-saving ideas,"
etc. from relatives, newspapers, and magazines, and bring them
to class for evaluation; it will be possible to try some of
these "helpful hints" to see if they really are, as the course
work permits. Students analyze them in terms of their concept
or organization to discover what it is that is being
organized and why the "hint" might or might not work.
15. Use a filmstrip* which describes the vertical structure of
the concept "management" in simple terms, using "organization"
as the basis. Use of a filmstrip allows pacing of the frames
with which the concept is being built. This strip might also
describe a "concept" and its values to the student in learning
(again using "organization" as an example), how the student can
best approach the subject matter, and what is expected of her
as an outcome of this type of learning. "The shortcomings of
concepts based upon everyday experiences"are also pointed out,
(6: 153) Using a filmstrip of this sort prepared by the
curriculum group to communicate the goals of the group directly
to the students will enable a more reliable evaluation of a
new program as will give all the same "set" for conceptual
learning.
55
Decision making cannot be made concrete in classroom experience as
easily as "organizatton". It is not normally an Observable process in
everyday life; it can be inferred from observation, but not as directly
as can "organization". Decision making is a more abstract process,
superimposed, in a way, on the processes of organization. The ability
to organize in order to increase satisfaction in personal and family life
rests on the ability to make good decisions. In the development of the
concept of decision-making, the concept, organization, too, grows in
meaning.
Following are same concrete experiences in which the concept of
"decision making" (briefly introduced in the filmstrip described
previously)is gradually developed by the students:
16. Class lists on board all the points they would consider in
deciding whether to buy or make a dress. In a brainstorming
session, they answer the teacher's question, "What are all the
things you would consider if you were to make a really careful
decision as to whether to buy or make this dress?" Students
group the factors considered under appropriate headings (resources,
time, money, skill, etc.; needs, desires, etc.) The teacher
asks several individual students what their decisions would be,
and what factors were most important in helping them decide
this. She helps the class realize that different people can
make different decisions in the same situation, and that the
same decisions can arise in different ways. Students answer,
"Can anyboay see any other way we could group these factors?"
(Decisions are based on both facts and on "what we feel" about
a thing.)
17. Class reads textbook* and discusses a series of cases in the
text which point out that the weight assigned to facts and to
sUbjective factors depends upon what is being decided, and
that in order to make a decision, one has to have available
alternatives.
18. Teacher demonstrates, on two successive days, making a cake
fram a mix and making a cake from scratch. The students are
told that they will have to decide which they wish to make.
During the demonstrations, students gather facts about the
two ways. Various students compare time, money, energy, skill,
and panel judges the products.
19. Groups decide between the two alternatives, using programed
material* which guides them through stages of 1) looking at
the information available, 2) listing the resources they will
have to consider, 3) defining their goals in making this cake:
better product, learning experience, etc. 4 predicting the
consequences of the two alternatives, and 5 making the
decision.
56
20. Students plan the organization of the laboratory, listing inthe manual* all the decisions they made in the course of thisplanning. Students then analyze several of these decisions interms of what they concerned and how they were made.
21. Students make the cakes and answer, "What decisions did youhave to make that you had not planned on?" "Were you able tomake these decisions adequately?"
22. Students evaluate the organization, the products and thedecisions that were made in planning and carrying out thelaboratory. Students answer, "Why is it important to evaluate?""What would you change if you were to do this again in school,at home?"
23. Students listen to tapes* of people verbalizing decisions;the tape is cut off before the decision is made. Situationscould resemble the following: housewife and grocer, deciding
about meatteenage and salesgirl, decidingupon a fabricfather and real estate agent,talking about a house
Students answer, "What resources did the person consider?""What were his needs, and his interests?""What steps did he take in making his decision?""What decision do you think the person made?"
The teacher resumes the tape to hear what the person decided.Students then discuss the following: "Was it a good decision,
in your opinion?""Ully or why not?""Can people make differentdecisions with thesame information?"
24. Students read text*, which develops the idea that a homemakermakes many decisions, a large nutber of which are made aboutproducts and concern their selection, use, and care. Thetext contains many examples from which the student is led togeneralize that knowing about the composition of a product helpsin decisions about its selection, use, and care. Much of homeeconomics courses deals with learning principles which enableus to know factors about selection, use, and care of a productby knowing its composition.
57
25. Students examine three sweaters, labeled as they might be found
in a store.* These sweaters are the same color and price, butthe labels indicate that they are of different fibers. Students
choose the one they would buy, and give their reasons for their
decision. The teacher helps the student see the process offinding information and making predictions from it that they
have used in making their decision.
26. Use a film* comparing the consequences of acting on impulseversus making considered decisions, with emphasis on the
increased maturity shown in the latter. The film introduces
the idea of the importance of having goals which aid in making
decisions that increase satisfaction in personal and family life.
27. Students use the textbook,* which presents "case studies" of
indecisive persons and asks questions which lead the studentsto analyze each case and come to the conclusion that indecision
is a matter of lack of real choices, information, goals, and
that in some cases, it arises as a result of the size of the
decision.
28. Use tapes* of several "family conferences", in which decisions
are being made about a house, education, a car, a job, etc.
Students answer, "What seemed of most importance to the family?"
"How did knowing their "values" and talkingabout them help them make their decision?"
"Would these decisions be right for everyboay?"
Underlying the processes of organization and decision making isthe even more abstract concept of "values". Students have already been
introduced to the importance of values in making large decisions, and
to the importance of goals in making lesser decisions and in organization.
It is important to give some concreteness to the concept of "values",
and also to distinguish its meaning from the common usage. This could
be done by helping the student discriminate among three terms which
belong in a hierarchical fashion, to the same concept.
29. Students used programed material,* in which a brief explanationof the difference between standard of living, goals, and values
is follawed by a series of statements expressing each of these,
such as: "I've always thought that a family ought to have adishwasher," (standard of living) as compared with, "We hopeto be able to send Harry to college," (goals) and "What our
family really feels important is a deep religious faith," (values).
The student will respond after each such statement with theterm he thinks it exemplifies, thus learning to differentiateamong these concepts, which are increasingly 'broad and
comprehensive in nature." (81)
58
30. Use film of interviews with actual families,* in their own
homes, about their goals and values. Students estimate the
fami],y's standard of living from the material good which can
be seen in the film; and describe their goals and values from
what is said in response to the interviewer. Compare those
families who seem to have their goals and values more clearly
defined with those who don't seem to know what they want or
stand for.
31. Students are given an interview form* with the same questions
asked of the families in the film. Using this form, they
interview their own parents. Questions are included concerning
how standard of living, goals, and values seem to be related,
how they are formed, and their changing nature.
32. Use filmstrip* which summarizes the concept of management thus
far developed and shows how the concept can be used in
giving direction to the rest of the course, in which there
will be increased emphasis on subject matter concepts.
33. Students' concepts are evaluated with a standardized test,*
before continuing with the year's work.
After this period of "overview", the remainder of the course would
be concerned with the application of management in the fields of foods,
clothing, housing, and family health as is now planned in the proposed
Naw York State curriculum. A concept of management has been developed
through a series of experiences which have required perceptions,
abstraction, and generalization of the students, at increasingly complex
and abstract levels. It seems important that the concept of management
be developed from the first from the kinds of experiences in which it
is to be applicable, rather than fram a series of lectures and discussions,
from which the students may gain only verbalisms. If the teacher and
the materials keep the two questions, "What can I learn about this that
will help me to manage it better?" and "How can better management of
this contribute to a more satisfying personal and family life?" the
students should be able to perceive similarities in situations which make
the concept applicable, and thus promote the further growth of the concept.
The suggestions offered are by no means complete; they are
intended to demonstrate the extent to which the "concept approach"
to curriculum can be a fruitful one. Several problems, not within
the scope of this paper, have been overlooked. These include the
teacher's loss of individuality in using the curriculum and the very
crucial question of financial support for so large an undertaking. As
for the first, any curriculum Should sell itself: Gradnal development
of the materials over a period of years might be a solution for the
second.
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Informal and UnpUblished
75. Cornelius, Ethelwyn, Chairman of the New York State CurriculumRevision Committee, in several discussions vith the author,spring, 1963.
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65
83. New York State Curriculum Revision Committee proposed curriculum,
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Pamphlets
87. Steidl, Rose E., Arrangement of Kitchen Centers. Ithaca: New York
State College of Home Economics, 1961715Pp.